| October 9, 2025 |
SDEPC Member Lunch & Learn - Potpourri of Practical Estate Planning Tips and Ideas
Webinar |
| September 18, 2025 |
Kickoff Mixer: Meet, Mingle and Connect!
|
| March 20, 2025 |
SDEPC Membership Meeting - Post Election Planning
|
| January 16, 2025 |
Anatomy of a Will Contest
|
| November 21, 2024 |
Planning for Blended Families
|
| September 19, 2024 |
Social Meeting Dogfish Head Brewery-Milton
|
| March 14, 2024 |
Estate Planning for Marriage
TBD |
| January 18, 2024 |
Upstream Estate Planning
TBD |
| November 9, 2023 |
709 Preparation
Tiffanie Araya, CPA |
| March 11, 2021 |
Issues Associated with Planning for Minors
|
| January 14, 2021 |
Evolution of Long-Term Care Insurance
Richelle Callazo |
| November 12, 2020 |
Charitable Planning
Michael DiPaolo |
| September 10, 2020 |
Social Event
|
| May 13, 2020 |
Social Meeting
|
| March 12, 2020 |
SECURE Act
Eric Johnston CFP, AIF and Robert Jeter II CFP, CRPC |
| January 9, 2020 |
Social Security Planning
Michael J Graci, AIF, ARPC |
| November 14, 2019 |
Estate Planning considerations related to firearms
Senator Dave Lawson |
| September 5, 2019 |
Planning with Digital Assets
Lawrence J Macklin; Esq. CPA, AEP |
| May 16, 2019 |
Social Event
|
| March 14, 2019 |
Guardianships
Master Patricia Griffin |
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