| January 30, 2024 |
Winston-Salem Estate Planning Council 2024 Economic & Market Update
Rhondale Haywood, CFA, CFP® |
| November 14, 2023 |
Protecting Clients with Property & Casualty Insurance
Darren Arndt, MBA, Marsh Private Client Services |
| September 26, 2023 |
Closely-Held Business Panel Discussion
Brooks Gallagher; Rebecca Smitherman; Brian Steen |
| August 17, 2023 |
Winston-Salem Estate Planning Council Networking Social
|
| June 14, 2023 |
WS Estate Planning Council Meeting: Fine Art Collections - Critical Considerations
Kait Marley, Founder and Managing Director of Arcadia Art Consultancy |
| April 11, 2023 |
Secrets of Successful Philanthropic Families
Marguerite Griffin, SVP, Northern Trust Company |
| November 16, 2022 |
WS Estate Planning Council - Holiday Social/Member Appreciation Dinner
|
| September 22, 2022 |
Winston-Salem Estate Planning Council Networking Social
|
| June 22, 2022 |
Elder Abuse and Exploitation: Lessons From a Prosecutor
Jessica Spencer |
| November 16, 2021 |
Navigating Senior Health and Housing Options
Bob Cain |
| September 21, 2021 |
Winston-Salem Estate Planning Council Networking Social
|
| June 8, 2021 |
Electronic Wills
Linda F. Johnson, Attorney at Law |
| January 26, 2021 |
Annual Economic Update 2021
Dr. Arthur B. Laffer |
| November 17, 2020 |
Looking Back and Looking Ahead: Recent Federal Tax Developments and What We Can Expect in 2021
Professor Samuel A. Donaldson |
| September 29, 2020 |
Potential Tax Changes – What to Be Doing Now
Lisa Featherngill, Managing Director of Legacy and Wealth Planning with Abbot Downing |
| June 30, 2020 |
Planning in the Time of the SECURE and CARES Acts
Keith Hiatt, CPA, AEP |
| January 14, 2020 |
Annual Economic Update 2020
Jim Reichard CFP®, CIMA®, CAIA |
| November 12, 2019 |
Planning for Funerals and Disposition in North Carolina
Tanya Marsh |
| September 12, 2019 |
Winston-Salem Estate Planning Council Networking Social
|
| May 14, 2019 |
Recognizing Undue Influence and Lack of Capacity in Clients
W. Kirk Sanders |
| January 15, 2019 |
2019 Market Update
Jim Reichard, Managing Director, Market Investment Director, U.S. Trust |
| November 13, 2018 |
Planned Giving: Considerations in Advising Philanthropic Clients
Edward Griggs and Chris Hewitt |
| September 25, 2018 |
Winston-Salem Estate Planning Council Networking Social
|
| June 5, 2018 |
2018 Tax Law Update
Keith Hiatt, CPA |
| January 16, 2018 |
Annual Economic Update 2018
Will Merchad, Dimensional Fund Advisors |
| November 14, 2017 |
Understanding the new IRS Partnership Audit Regime
Katherine A. Waibler |
| September 19, 2017 |
Protecting Clients from Evolving Cyber and Identity-Theft Threats
Hugh H. Harris |
| May 18, 2017 |
39th Estate Planners Day
|
| May 16, 2017 |
“Where There’s A Will There’s A Way” The Value of Choices
Melissa Phipps, JD |
| March 14, 2017 |
Board of Directors meeting
|
| January 24, 2017 |
Economic Update for 2017
Gerald Laurain, CFA®, Chief Investment Officer, FTB Advisors |
| December 13, 2016 |
Board of Directors meeting
|
| November 15, 2016 |
“Defending Family Partnerships and LLC’s From IRS Attack”
Curtis Elliott |
| October 25, 2016 |
Board of Directors meeting
|
| September 20, 2016 |
Power of Appointment Support Trust (POAST)
Patrick Beaudry |
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