Establishing A Strategic Giving Plan: Preparation for Pre-2026 Guest Speakers: Michael Phillips and Randy Grove Landerholm Mike Phillips focuses his practice on estate planning, probate, and trust administration. The cornerstone of Mike’s approach is forming long term relationships with his clients built on trust, open communication, and mutual respect. Randy Grove has been with Landerholm, […]
Navigating the Value of Intangible Assets Guest Speaker: Richard Reynolds, CFA, MAFF Silverpine Group In this presentation, we will discuss what makes an intangible asset and how these assets are identified and valued. Exploring the topic further, we will also discuss strategies around capitalizing and transferring these assets with some case studies as examples. Richard Reynolds […]
Guest Speakers: Kripa Raguram and Jordan Patterson Perkins & Co "10 Income, Gift and Estate Planning Considerations"
"Diminished Capacity & Trusts" Jessie Minger, Guest Speaker Schwabe, Williamson & Wyatt 4:45 p.m. | Social/Networking 5:30-6:30 p.m. | Dinner Service and Speaker Presentation