Past Events

May 16, 2019 Social Event - Chattanooga Whiskey
April 25, 2019 Estate Planning for Digital and Crypto Currency Assets
Shawn Snyder with Snyder & Snyder
March 28, 2019 Tax-Saving Strategies Under the Legislation Known as the Tax Cuts and Jobs Act
Thomas J. Pauloski, J.D., with Bernstein Private Wealth Management
February 28, 2019 Estate Planning or Exit Planning, Which Comes First?
Denis Brown with Pace Capital Advisors, LLC
January 24, 2019 Market Update
Don Connell
November 15, 2018 Retirement Plan Solutions - Cash Balance Plans
Veronica Franks, Chief Operating Officer with Avintus
October 25, 2018 Social Selling for Professionals
Sheri Fritts
October 16, 2018 Networking Event
September 27, 2018 Advanced Planning Applications for Market-Based Life Insurance Valuations - Joint Meeting with Chattanooga Tax Practitioners
Jamie Mendelsohn
May 10, 2018 May Social at Songbirds
April 26, 2018 ESOPs and Estate Planning - Self Sponsored Tax Advantaged LBOs for Closely Held Businesses
Keith Mericka
March 22, 2018 Legislative Update and Other Interest Items
Al Secor
February 22, 2018 TBD
Chancellor Jeffrey M. Atherton
January 25, 2018 Capital Market Outlook
Joseph D. Connell
November 15, 2017 Debunking Myths Regarding Annuities
Dr. John P. Huggard
October 26, 2017 Supporting Organizations: A Tax Savvy Tool for Generosity - The Howard Fund Case Study
Maeghan Jones
September 28, 2017 CONTEMPORARY ESTATE PLANNING PARADIGMS FOR MARRIED COUPLES
Samuel A. Donaldson
January 26, 2017 Market Update
Joseph D. Connell, "Don"
December 14, 2016 Tax Practitioners Joint Meeting
Anne McKinney
November 10, 2016 No Meeting
October 27, 2016 The Impact of Proposed 2704 Regulations on Buy-Sell Agreements and Estate and Gift Valuations
Jim McCarten
September 22, 2016 The New Fiduciary Rule: What you Need to Know
David Donaldson
April 20, 2016 Charitable Giving Techniques
Larry Lehmann
January 21, 2016 Capital Markets Update
Don Connell
October 22, 2015 Ethics Training
David Lipscomb Professor
September 24, 2015 The Most Common Pitfalls of Estate Administration and How to Avoid Them
Robin L. Miller
May 20, 2015 Joint Meeting with Chattanooga Tax Practitioners, “Estate and Distribution Planning for Retirement”
Natalie B. Choate
May 20, 2015 Joint Meeting with Tax Practitioners, “Estate and Distribution Planning for Retirement Benefits”
Natalie B. Choate
April 23, 2015 Annual Social Event
N/A
March 26, 2015 “Death, Incapacity & Digital Assets
Donald J. Farinato
February 26, 2015 This Event Has Been Canceled Due to Bad Weather
This Event Has Been Canceled Due to Bad Weather
November 13, 2014 Special Needs Trusts Part 2
Jim McCarten
October 23, 2014 Family Dynamics and Intergenerational Conflict
Susan Rounds
September 25, 2014 Trust Owned Life Insurance and the Exit Strategies in the Large Life Insurance Case
Mike Halloran
May 15, 2014 Member Social
April 24, 2014 Valuation of Tangible Assets in Today Market
Sarah Campbell Drury
February 27, 2014 Reverse Mortgages – When is it a good decision?
Nathan Guerrero
January 23, 2014 Financial Update
Don Connell
November 21, 2013 Tennessee Investment Services Act Trusts
Michael S. Goode
October 24, 2013 Responding to questions from Elderly clients regarding HIPAA, Medicaid Annuities and the Affordable Care Act
David L. McGuffey
September 26, 2013 Where is the Estate Planning Profession Going?
John J. Scroggin, AEP, J.D., LL.M.
May 16, 2013 Annual Social Event
N/A
April 25, 2013 Health Care for America Plan or (Obama Care) Legislative Update
Al Secor
March 28, 2013 What I Would Like to Know About the Life Insurance Business if I Didn't Already Know It
Clark B. McCleary, CLU, ChFC, AEP
February 28, 2013 TBA
Michael Halloran
January 24, 2013 2013 Capital Markets Update
Joseph D. Connell
November 15, 2012 Positioning of the Family Business and Wealth
Charlie Douglas, CFP
October 25, 2012 The Increased Importance of Basis Planning
John J. Scroggin
September 13, 2012 Battle of No More Liens
Anne McKinney
May 17, 2012 Member Spouse Social
Multiple Speakers
April 26, 2012 Adaptable Planning Advice for 2012
Charles Douglas
March 22, 2012 What's Hot in Estate & Business Planning 2012
Al Kingan, JD
February 23, 2012 The Domestic Asset Protection Trust: Combining it with the Double LLC
Michael Halloran
January 26, 2012 2012 Capital Markets Update
Don Connell
November 17, 2011 Trends, Changes, and Shakeout in The Insurance Industry
Brett Lotspeich of Ash Brokerage
October 13, 2011 Joint Meeting With The TSCPA
IRS panel discussion with Henry Hoss at Barto, Hoss & Company as moderator
September 22, 2011 THE COORDINATION GAP
Stephen E. Parker
May 19, 2011 Spring Social for Members and Guests
April 28, 2011 Estates and Business Value Enhancement
Andy Stockett
March 24, 2011 Planning Concerns for Non-US Citizens & Resident
Pat Olearcek, JD or Al Kingan, JD
February 24, 2011 Like a Phoenix Rising From the Ashes: Planning Under the New Estate Tax Regime
Charles D. Fox, IV
January 27, 2011 Capital Markets Update
Joseph D. Connell
November 18, 2010 Exit Strategy Planning
Denis M. Brown
October 28, 2010 Grantor Retained Annuity Trust, (GRATS)
Michael W. Halloran
September 23, 2010 "So What do we do Now?"
Alan L. Cates, J.D.
May 27, 2010 Annual Social Event for EPC of Chattanooga
April 22, 2010 Psychology of Understanding Family Dynamics
Dr. Sandy McKenzie
March 25, 2010 Family Wealth Preservation: Integrating Family Virtues with Wealth Planning for a Lasting Legacy
Thomas C. Rogerson
February 25, 2010 Across the Great Divide...Gift Planning Officers & Professional Advisors: Synergy for Success
Jeff Comfort
January 21, 2010 2010 Capital Markets Outlook
Joseph D. Connell
November 19, 2009 Estate and Tax Planning with Intentionally Defective Trusts
Robert G. Alexander, JD
October 20, 2009 Planning Opportunities in the Retirement Marketplace
Robert S. Keebler, CPA, MST, AEP
September 24, 2009 Some of the Best 2009 Estate Planning Ideas
Stacy Eastland
May 19, 2009 Annual Social Event
None
April 30, 2009 Popular Charitable Planning Ideas in a Down Economy
Philip M. Purcell
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