Past Events

May 3, 2019 28th Annual Spring Institute on Estate Planning
May 2, 2019 28th Annual Spring Institute on Estate Planning
January 9, 2019 Transition Tools and Tough Talks
Dr. Shannon Ferrell
December 12, 2018 "Financial System and Regional Economic Overview
Mr. Ed Skelton
December 6, 2018 Mix & Mingle
October 10, 2018 "Entrusted: Building a Legacy That Lasts"
Mr. Andrew Howell
May 1, 2018 27th Annual Institute on Estate Planning
See brochure for speaker listing
April 30, 2018 27th Annual Institute on Estate Planning
See brochure for speaker listing
January 24, 2018 The Tax Cuts and Jobs Act
Mr. Alan K. Davis, Attorney
December 12, 2017 2nd Annual Mix & Mingle
Social Event
December 7, 2017 Lend Me Your Ears
Mr. Ed Skelton
October 3, 2017 Landscape Long Term Care
Matt Hamann with Transamerica
May 12, 2017 26th Annual Institute on Estate Planning
Day Two: Edward J. McCaffery, Gerry W. Beyer
May 11, 2017 26th Annual Institute on Estate Planning
Day One: Michael V. Bourland, Lee Schwemer, Barry Albrecht, Rick B. Weaver, Clay Stribling, Shannon Ferrell, W. Mitch Jones
February 15, 2017 Integrating Technology & Next Generation into the Modern Financial Services Office
Daniel Brady, CFP, CLU & Brandon Abe, CFP
January 17, 2017 Quality of Life - MIT AgeLab (joint meeting with the Panhandle Chapter of TSCPA)
Stephen N. Parnell - Hartford Funds
December 13, 2016 Holiday Mix and Mingle - AAEPC, NAIFA, FSP
December 7, 2016 Texas Economic and Banking Overview
Ed Skelton - Federal Reserve Bank of Dallas
October 6, 2016 Planned Giving Seminar (in conjunction with Amarillo Area Foundation)
Bryan K. Clontz
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