Past Events

December 17, 2018 Pet Trusts and Endowment for Alaska's Pets (ACF)
November 12, 2018 The $100 million Campaign you Never Heard of: An Untold Story of Generosity Through Estate Giving
October 22, 2018 Native Share Holders and Estate Planning
September 24, 2018 The Biology of Finance; Investing Decisions and Physiology, Genetics, Hormones, etc.
June 21, 2018 Workshop with Russell James III, Ph.D., J.D., CFP: Great tools for quality conversations with people about their legacies
May 21, 2018 AEPC May Meeting
April 23, 2018 AEPC April Meeting
March 26, 2018 AEPC March Meeting
March 26, 2018 Why Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool
February 26, 2018 AEPC February Meeting
January 22, 2018 AEPC January Meeting
December 18, 2017 AEPC December Meeting
November 13, 2017 AEPC November Meeting
October 23, 2017 AEPC October Meeting: Using A Collaborative Approach to Better Serving Clients
September 25, 2017 Estate Planning for Unmarried Couples
May 22, 2017 AEPC May meeting (Annual)
April 24, 2017 AEPC April meeting
March 27, 2017 The Money She Didn't Expect Yet-Tips and anecdotes on working with the newly divorced or widowed
February 27, 2017 AEPC February meeting
January 30, 2017 AEPC January Meeting
December 19, 2016 AEPC Holiday meeting
November 21, 2016 AEPC November meeting
October 24, 2016 AEPC October Meeting
September 26, 2016 AEPC September meeting
May 23, 2016 Tax Elections & Rules of Thumb for Selling a Business
April 25, 2016 Farm Land Trust
March 28, 2016 Should I Stay or Should I Go Now: Alaska on the Edge
February 29, 2016 Heckerling Review: New basic reporting requirements, special needs trusts and partnerships in estate planning
January 25, 2016 State Budget Shortfall Options and What the Legislative Session Might Look Like
December 14, 2015 Holiday Luncheon
November 23, 2015 5 Biggest Traps for the Unwary in Estate Planning
October 26, 2015 Alaska Community Foundation
September 28, 2015 Business Succession/Exit Planning
March 30, 2015 Current fraud trends in AK: how not to be a victim
February 23, 2015 2015 Heckerling Conference overview
January 26, 2015 Neal Fried, State Economist
December 15, 2014 Holiday Luncheon
November 17, 2014 Non-profit: Anchorage Neighborhood Health Ctr
October 27, 2014 Update on Affordable Care Act
September 29, 2014 Elder Care Services
April 28, 2014 Medicaid Recovery
March 31, 2014 What is the Difference in Insurance Products, Application . . .
February 24, 2014 New Alaska Law Update
January 27, 2014 AK Economic Update 2014
December 9, 2013 Holiday Party
November 25, 2013 Rasmuson Foundation
October 28, 2013 Mortensen Case
September 30, 2013 The Death of Long Term Care Insurance
May 20, 2013 Dealing with financing when trusts are involved (+Annual Meeting)
April 29, 2013 Insurance Evaluation (ObjectiView)
March 25, 2013 Appraisals
February 25, 2013 Mortensen case
January 28, 2013 Emergency Financial Protection Orders (Elder Fraud)
December 3, 2012 Holiday Party
November 26, 2012 Alaska Community Foundation Update
October 29, 2012 Planning for Unmarried Clients
September 24, 2012 Gift & GST Update & Planning Opportunities
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