| September 25, 2025 |
Membership Meeting: Corporate Trustees in Trust Administration
Karen Nolan, Esq. |
| September 3, 2025 |
Wine Down Wednesday
|
| May 21, 2025 |
Wine Down Wednesday
|
| May 8, 2025 |
Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals
Jamie L. Mendelsohn with the Ashar Group |
| March 27, 2025 |
Membership Meeting: Business Valuations and Estate Tax Planning by Bill Sorenson
Bill Sorenson |
| February 19, 2025 |
North Central Florida Estate Planning Council February Member Meeting
Heckerling Institute Update |
| January 21, 2025 |
Meet the Firm: James Moore & Co.
|
| December 11, 2024 |
Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| November 7, 2024 |
North Central Florida Estate Planning Council November Member Meeting
Eido Walny, JD, AEP, EPLS |
| October 22, 2024 |
North Central Florida Estate Planning Council September Member Meeting
Clay Tousey, Eric Benton, and Bryan Reyes |
| October 16, 2024 |
Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| September 4, 2024 |
Wine Down Wednesday
|
| June 26, 2024 |
Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
| May 29, 2024 |
Wine Down Wednesday
|
| May 10, 2024 |
2024 Spring Gator Gathering
Various |
| May 2, 2024 |
North Central Florida Estate Planning Council May Member Meeting
Panel |
| March 7, 2024 |
North Central Florida Estate Planning Council March Member Meeting
Kate Brunori, Lincoln Financial Group |
| January 30, 2024 |
Meet the Firm: Salter-Feiber
|
| January 18, 2024 |
North Central Florida Estate Planning Council January Member Meeting
Heckerling Institute Update |
| November 9, 2023 |
North Central Florida Estate Planning Council November Annual Member Meeting
Sam A. Donaldson, J.D., |
| October 17, 2023 |
North Central Florida Estate Planning Council October Happy Hour
NA |
| September 7, 2023 |
North Central Florida Estate Planning Council September Member Meeting
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® |
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