Past Events
October 3, 2024 |
Charitable updates and strategies
Loraina De Crescenzo, CFRE and Michael France |
September 5, 2024 |
The Practical Use of AI in Estate Planning, NAEPC webinar
Panel and national webinar event |
May 2, 2024 |
Social Security tricks and tips, HSA's, 529's and conversions, back door Roths
Group Discussion and sharing |
April 4, 2024 |
Intellectual Property Matters in Estate Planning
Rob Gurr, JD |
March 7, 2024 |
Medicare and Social Security updates
Tyler Webb |
February 1, 2024 |
Market and Economic Update
Jeff Monson, CFP, ChFC, CLU |
January 4, 2024 |
Current Tax Update
Tadd Hafen CPA, CVA and Nate Bybee CPA |
December 7, 2023 |
Utah Legal Updates - Russell Mitchell
Russell Mitchell |
November 2, 2023 |
Life Insurance and Business Succession Planning
Todd Johnson with Northwestern Mutual |
October 5, 2023 |
Asset Protection Trusts - Matthew F. Hafen
Matthew F. Hafen |
September 7, 2023 |
Prudent Investor Standard - Kevin D. Rorie
Kevin D. Rorie |
May 4, 2023 |
Second Marriage Planning, QTIP Trusts, and SLATs.
Andrew S. McCullough |
April 6, 2023 |
Using a Third Party Fiduciary for Trust and Estate Administration
Shawnna Hammon |
March 2, 2023 |
Charitable Giving - Jerry L. Reynolds, JD
Jerry L. Reynolds, JD |
February 2, 2023 |
Steve Radmall and Josh Savage - 2023 Tax Update
Steve Radmall and Josh Savage |
January 5, 2023 |
Jeff Monson - Market Update
Jeff Monson |
December 8, 2022 |
Ranon Beasley- Beasley Business and Tax Services Estate Planning Essentials
Ranon Beasley |
November 3, 2022 |
Dennis Leavitt- VP of Public Relations of Balance of Nature
Dennis Leavitt - |
October 6, 2022 |
Kyle Wipf - Remax - Diamond Group Realtor - upate on housing market
Kyle Wipf |
September 1, 2022 |
SUEPC Back in Session with Larry Brock. Trust Protectors and Decanting
Larry Brock J.D. AEP |
June 2, 2022 |
Summer Social
Summer Social Event |
May 5, 2022 |
Hot Topics (Finding Gems in the Ashes of the Dumpster Fire)
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
April 7, 2022 |
LDS Philanthropies Planned Giving
David Bonner and Jeff Reynolds Gift Planning Specialists |
March 3, 2022 |
Lisa Rehburg - Life Settlements
Lisa Rehburg |
February 3, 2022 |
The Basics of Special Needs Planning - Phillip G. Gubler, JD - Proven Law
Phillip G. Gubler, JD |
January 6, 2022 |
Jeff Monson - Market Update
Jeff Monson |
December 9, 2021 |
Changes in tax law and how they will affect clients and firms
Bryan Stewart CPA, Ph. D. |
November 4, 2021 |
Business Valuation Basics and Discounting Considerations
William W. Olsen - Olsen Valuation Advisors |
October 7, 2021 |
Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin - JD, CPA, AEP |
September 2, 2021 |
Back in Session: SUEPC Economic Update Delta
Jeff Monson - Wells Fargo Financial Advisors |
June 3, 2021 |
Southern Utah Estate Planning Council Summer Social
None |
May 6, 2021 |
Craig McCullough on Tax Planning Updates
Craig McCullough - Kirton McConkie |
April 1, 2021 |
Estate and Trust Litigation Update
James Spendlove - Gurr, Brande, and Spendlove |
March 4, 2021 |
Probate and Estate Administration
Wes Winsor - Wealth and Estate Law Group |
December 10, 2020 |
SUEPC Luncheon
Nate Bybee - Hafen Bucker |
November 5, 2020 |
SUEPC Luncheon
Max McQuiston - American Funds |
March 5, 2020 |
Passing Before Planning; What We Can Learn From Celebrities Who Have Died Intestate
Andrew McCullough |
February 6, 2020 |
Bringing Philanthropy to your Clients and Your Practice
Wayne Olsen Estate Planning Attorney Intermountain Healthcare |
January 16, 2020 |
Economic Update
Jeff Monson |
December 12, 2019 |
Tax Update
Tyler Hall |
November 7, 2019 |
What do You Know About Planned Giving? Would You Like to Know More?
David Bonner, JD |
October 3, 2019 |
Asset Protection Opportunities and Developments
Matthew F. Hafen - Attorney at Durham Jones & Pinegar |
September 5, 2019 |
Elder Financial Abuse
Karen S. McMullin |
June 6, 2019 | Summer Social |
May 2, 2019 |
What (Wealthy) Clients (Really) Want
Kayla T. Koeber |
April 4, 2019 |
Case Law Update
James Spendlove |
March 7, 2019 |
Valuation Issues & the IRS
Talon Stringham |
February 7, 2019 |
Cognitive Health and Working with Clients
Cathleen Obray, MD |
January 3, 2019 |
Economic and Market Update
Jeff Monson, CFP, ChFC, CLU |
December 6, 2018 |
Annual Tax update and Year End strategies
George Graff, CPA, ABV, CFF |
November 1, 2018 |
Now What? Best Practices for Estate Settlement
Ronda Garnder, CPA |
October 4, 2018 |
IRA Planning and Strategies
Panel: Brent Shakespeare, Josh Savage, Phillip Gubler |
September 6, 2018 |
“Keeping up with the Legislature: Estate Planning Implications of Recent Utah Legislation”
Matt Hafen |
June 7, 2018 |
Summer Social
Family Party & Games |
May 3, 2018 |
Valuation Concepts, Issues & Trends
Talon Stringham |
April 5, 2018 |
Trends from the courtroom
James Spendlove, JD, attorney for Jensen Bayless, LLP |
March 8, 2018 |
Economic and Market Update
Michael Serio, Regional Chief Investment Officer Wells Fargo Wealth Management |
February 1, 2018 |
Tax Changes and Updates- Panel Discussion
Panel Discussion |
January 4, 2018 |
Charitable Planned Giving - Case Studies Discussion
Michael France, Major Gifts Officer with Foundation of Dixie Regional Medical Center |
December 7, 2017 |
Tax update and recent rules changes
Tadd Hafen, George Graff |
November 2, 2017 |
The New Age of Estate Planning: Innovative Strategies for Tax Basis Maximization
Matt Hafen |
October 12, 2017 |
Update from Director of Utah Division of Securities **Note date change**
Kenneth Barton |
September 7, 2017 |
Elder Abuse and working with Seniors
Randi Guersoli |
June 8, 2017 | SUEPC Summer Social |
May 4, 2017 |
Trust Protectors, a Tool for Flexible Inflexibility
Larry Brock |
April 6, 2017 |
How to Plan Now to Sell your Business in 3-5 Years
Talon Stringham |
March 2, 2017 |
Estate Law Update
James Spendlove |
February 2, 2017 |
Economic and Markets update
Jeff Monson, CFP |
January 5, 2017 |
Case Study and Collaboration
Group event, come ready to participate |
December 8, 2016 |
Year-end Strategies and Tax Planning updates **Notice date change**
Kris Braunberger, CPA and Jeff Hunt, CPA |
November 3, 2016 |
Financial crimes update and local scams
FBI special agent Steve Kleinlein |
October 6, 2016 |
Asset Protection
Matt Hafen |
September 1, 2016 |
Charitable strategies and proper gift tax disclosures.
Steve Radmall, CPA |
May 5, 2016 |
Ethics, shared meeting with BYU Managements Society and the UACPA
Bill O'Rouke guest speaker coming from Pittsburgh. Former head of Alcoa Russia |
April 7, 2016 |
Current issues in Estate Litigation
James L. Spendlove |
March 3, 2016 |
Business Valuation
Talon Stringham |
February 4, 2016 |
Let's Work Together!
Ronda Gardner, SUEPC President |
January 7, 2016 |
2016 Economic and Markets Outlook
Jeff Monson, CFP |
December 10, 2015 |
2015 Individual and Estate Tax Update: Analyzing the recent changes to social security, retirement plans, and charitable contributions
Rod Savage and Tyler Hall |
November 12, 2015 |
Special Needs Trusts
Ronda Gardner |
November 12, 2015 |
Annual Officer Voting
Conducted by Josh Savage, President |
October 1, 2015 |
Planned Giving Primer
David Bonner |
September 3, 2015 |
Planning strategies designed to protect assets and transfer wealth
Brad Hatch and Jon Hatch |
May 7, 2015 |
Utah 2015 Legislative Update
Lowry Snow, State Representative District 74 |
April 2, 2015 |
The New Normal
Matt Hafen and Greg Barrick |
March 5, 2015 |
Long-Term Care
Cynthia Stewart, JoAnn Wylie, CLU |
February 5, 2015 |
Retire Like You Mean It
Steve Wilson |
January 22, 2015 |
Focus 2015: Market Transformations and Risks
Jeff Monson, CFP |
November 6, 2014 |
Washington County Business Recruiting
Jana Carter, Assistant Director of Site Select Plus |
October 2, 2014 |
Asset Protection: What Strategies Really Work
Panel |
September 4, 2014 |
Trust Administration from a Fiduciary's Perspective
Lynn Baldwin |
May 1, 2014 |
A Generational Shift in Investing
Jeff Monson, Wells Fargo |
April 3, 2014 |
2014 Legislative Update
Cameron Morby |
March 6, 2014 |
Common Errors in Trust Planning and Administration
Ronda Gardner |
February 6, 2014 |
Navigating The Health Insurance Market Place
Stacey Paine, Certified Application Counselor, Family Healthcare |
December 5, 2013 |
The New Utah LLC Act for 2014
Cameron M. Morby, JD and Matthew J. Ence, JD |
November 7, 2013 |
“Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income.”
Steve Burgess and Bryce Huff, Arkon Financial & Insurance Solutions |
October 10, 2013 |
Utah’s New Asset Protection Trust Law
Robert S. (Rust) Tippett, JD |
September 5, 2013 |
Elder Financial Exploitation Prevention Program
Karen S. McMullin, Division of Securities, Investor Education Coordinator |
May 2, 2013 |
Financial Markets, what you should know, what questions to ask
Jeff Monson, CFP® |
April 4, 2013 |
"Retirement Plan and Trusts: Friend or Foe?"
Matt Mitton, JD |
March 7, 2013 |
“TRUSTS: A Litigator’s Perspective”
James Spendlove, JD Jensen Bayles, LLP |
February 7, 2013 |
The Impact of Alzheimer's Disease in Estate Planning
LuAnn Lundquist, Alzheimer's Society |
January 3, 2013 |
Understanding Home Care and Hospice Care
Debbie Cox, Administrator - Southern Utah Home Care and Hospice |
December 6, 2012 |
Issues with Real Estate Transfers
Matthew D. Ekins, J.D. |
November 1, 2012 |
Remarriage and Second Marriage: Considerations in Estate Planning
Jeff McKenna, Brent Hall and Tom Bayles |
October 4, 2012 |
IRS Estate and Gift Tax Update
Kyle Martin - Internal Revenue Service |
September 6, 2012 |
White Collar/Economic Crimes in Utah
Assistant U.S. Attorney Paul Kohler |
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