2024 mailing will be sent on Friday, April 5, 2024.
If you were a member in 2023 you should receive your registration packet via US Mail around April 8, 2024.
2024 WREFPC Season Packet: President's Letter, Registration Form, & Program
2024 President's Letter
2024 Registration Form
2024 WREFPC Program
West River Estate & Financial Planning Council is an organization in western South Dakota of Financial Planners, Trust Officers, Non-Profit Executives/Planned Giving Professionals, Accountants, Attorneys, and Life Underwriters whose purpose is to foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the function of the members.
Please take a moment to view our sponsor page under the About tab. Thank you sponsors!! Interested in becoming a sponsor or member? Speak to any of our Executive Council members.
2024 Executive Committee:
President: Andy Bartling, Modern Woodmen of America
Vice President: Tammy Flores, First Interstate Wealth Management
Treasurer: Cara Boland, BankWest Investment Management & Trust
Secretary: Jesse Jangula, Ketel Thorstenson, LLP
Additional Board Members:
Barb Keene, Black Hills Area Community Foundation
Cale Fierro, Bangs McCullen Law Firm
Edward Bartling, Financial Markets Inc.
Lori Larson, Casey Peterson, LTD
Owen Wiese, Gunderson, Palmer, Nelson & Ashmore, LLP
Tamara Burke, Financial Benefits Inc.
Past President: Beth Massa, South Dakota Community Foundation
West River Estate and Financial Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
