MENU

Next Meeting:

Wednesday, May 21, 2025

One Choice….can impact generations; Protecting against the Great Retirement Income Gap

Site Links:

  • Home
  • Events
    • Event Calendar
  • About
    • About Us
    • Sponsors
    • Documents
    • Links
  • Directory
    • Member Directory
    • Leadership
    • Past Presidents
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
  • Contact
    • Contact Us
    • Login
West River Estate and Financial Planning Council

WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
  • ABOUT
    • About Us
    • Sponsors
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Leadership
    • Past Presidents
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
  • CONTACT
    • Contact Us
    • Mailing List
    • Sponsorship

Event Calendar

May 21, 2025 One Choice….can impact generations; Protecting against the Great Retirement Income Gap
Brent DeGroot
June 11, 2025
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®
June 18, 2025 Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
Al W. King III
July 16, 2025 The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Jon Dahlstrom
August 20, 2025 The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift
Jonathon Morrison
September 17, 2025 Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself
Eric Zimmer
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
View Past Events

FEATURED EVENTS

June 18, 2025

Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility

Al W. King III

See Event Details

July 16, 2025

The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.

Jon Dahlstrom

See Event Details

August 20, 2025

The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift

Jonathon Morrison

See Event Details

September 17, 2025

Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself

Eric Zimmer

See Event Details

UPCOMING EVENTS

May 21, 2025

One Choice….can impact generations; Protecting against the Great Retirement Income Gap

Brent DeGroot

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
  • For Professionals
  • Guide To Teaming

Join our Mailing List!

Home Event Calendar About Us Sponsors Documents Links Member Directory Leadership Past Presidents Member Home Member Benefits Application Form Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.