Past Events

October 14, 2025 October Membership Meeting
Andrew Turner, Frazier & Deeter Advisory LLC- Big Beautiful Bill
September 9, 2025 NAEPC Monique Lavender Greenberg - Celebrity Estates
Monique Lavender Greenberg
August 12, 2025 August Membership Meeting Mike Booth National Christian Foundation
Mike Booth National Christian Foundation
May 13, 2025 Membership Meeting Kristi Berry Brian Smith
Kristi Berry and Brian Smith - Fraud & Cybersecurity
April 8, 2025 SOCIAL
Robert Montgomery, Sponsor
March 11, 2025 David McGrath
David McGrath
February 11, 2025 Stacey Kostevicki
Stacey Kostevicki, Executive Director
December 10, 2024 Annual Meeting
November 12, 2024 Paul Caspersen
Paul Caspersen - NAEPC Speaker
October 8, 2024 EPC NW Florida and ERSBA Young Lawyers Division
Jared Correia - AI and Ethics in Legal Profession Red Cave Consulting
September 10, 2024 Jeff Winick - TCJA Sunset
Jeff Winick - Regions Bank TCJA Sunset
May 14, 2024 Cecilia Nanni - Community Foudation of Northwest Florida
Cecilia Nanni - Community Foundation Northwest Florida
April 9, 2024 Circuit Judge Joel Boles
Circuit Judge Joel Boles
March 12, 2024 Ray Jones - Clark Partington Sponsor
Ray Jones - Italian Wine Connoisseur
December 12, 2023 Annual Meeting
Social
November 14, 2023 Memership mtg and social
Judge W. Joel Boles
October 10, 2023 Kit Mac Nee NAEPC speaker
Kit Mac Nee CFP, CRPC, AEP
September 12, 2023 David Bear - Update on BP oil spill
David Bear
June 13, 2023 Social - The Bottle Shop
May 9, 2023 Membership - John Poole
John Poole
April 11, 2023 Social - Clark Partington Law Office
March 14, 2023 Harvey Hutchinson - AEP & NAEPC
Harvey Hutchinson
December 13, 2022 Holiday Social and Annual Membership Meeting
October 25, 2022 Emily Echevarria, Council of Aging West Florida
September 27, 2022 Happy Hour
August 23, 2022 Membership Meeting
May 24, 2022 “Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony”
Susan P. Rounds, JD, CPA, LL.M. (Taxation), AEP ®, TEP
April 26, 2022 Happy Hour
March 22, 2022 Membership Meeting
Ryan Campbell, CPA, CVA
May 17, 2016 Trusts
Thomas M. Forrest, TO, CPA, AEP®
March 15, 2016 NAEPC Update
Rick Lambert
January 19, 2016 "Trust Me, You'll Find This Interesting"
Donna Bloomer, CPA
November 18, 2015 52nd Annual NAEPC Advanced Estate Planning Strategies Conference
November 17, 2015 Risk Management Update
Jay Stubbs, CLU
October 18, 2015 National Estate Planning Awareness Week (18-24)
September 22, 2015 Medicare
Tommy G. Smith
July 21, 2015 Business Valuation
Bill Gibson
November 19, 2013 Regular Meeting
to be announced
September 20, 2013 Semi-Annual Seminar
to be announced
July 16, 2013 Regular Meeting
May 21, 2013 Surviving Obamacare
Cyndi Warren, CPA - Partner Warren Averett
April 23, 2013 Members Spring Social
Bring a Prospective Member
March 19, 2013 Regular Meeting
January 15, 2013 January Meeting
Jason Walker
November 15, 2012 Year End Social
no program
September 18, 2012 Board Meeting
September 18, 2012 Regular Meeting
TBD
July 17, 2012 Charitable Giving Issues
Paul Young
View Current Events