Past Events

October 5, 2023 LCEPC Luncheon
Jeremy Spitzer
August 3, 2023 LCEPC Luncheon
Vasili D. Russis of Buckley Fine, LLC
June 1, 2023 LCEPC Luncheon
Joel H. Norton of Ralph, Schwab & Schiever, Chartered
April 6, 2023 LCEPC LUNCHEON
Michael J. Goldstein and Phil R. Huber of Savant Wealth Managment
February 2, 2023 LCEPC Luncheon
Jeff O'Kelley
December 13, 2022 LCEPC HOLIDAY PARTY
December 1, 2022 LCEPC LUNCHEON
Attorney Jack Mardoian, CPA Nimisha Patel, and financial advisor Chad Waynee
October 6, 2022 LCEPC Luncheon
Gretchen Neddenriep
August 4, 2022 LCEPC LUNCHEON
Rick Lesser
June 2, 2022 LCEPC Luncheon
Michael Ralph, Jr. & Ilene Goldstein
April 7, 2022 LCEPC Luncheon
Kathryn Shores
February 24, 2022 LCEPC Luncheon
Georgia Kyriacou and Amy Goldsmith of The Chicago Trust Company
December 9, 2021 Lake County Estate Planning Council Holiday Party
November 4, 2021 Lake County Estate Planning Council Meeting
The Honorable Judge Elizabeth M. Rochford
September 16, 2021 Lake County Estate Planning Council Meeting
Linda Fine of Buckley Fine, LLC
November 19, 2020 Lake County Estate Planning Council Meeting
September 17, 2020 Lake County Estate Planning Council Meeting
July 16, 2020 Lake County Estate Planning Council
May 21, 2020 LCEPC Luncheon Meeting
Nimisha Patel and Jack Mardoian
January 16, 2020 View from the Bench - Judge Elizabeth M. Rochford
Judge Elizabeth M. Rochford
December 5, 2019 Holiday Party
November 14, 2019 Introduction to new Illinois Trust Act-David Lutrey
David Lutrey of Lesser, Lutrey, Pasquesi & Howe, LLP
September 12, 2019 "Grandma wants to Give Away the Farm!"
Kristin Carlson Vogen
July 11, 2019 Insurance Overview-Medicare Plans & Long-term Care Insurance & Golf Outing
Carrie Espinoza, Principal Advisor & Owner Horizon Benefit Services
May 9, 2019 Member panel – Investment trends and financial advisor role with aging clients
Jack Dunk-Moderator, Panel Members
March 14, 2019 Legal Roundtable-Discussion of legal matters relating to aging clients by panel members
Panel Discussion
January 10, 2019 2019 Medicare Update
Pete Miska
December 13, 2018 Holiday Party
November 8, 2018 Charitable Giving-National Trends and Local Impact
Kirk Hoopingarner, Partner, Quarles & Brady
September 13, 2018 Economic Update
Ms. Ronee Greazel
July 12, 2018 “Life Insurance – It’s More Than Just a Death Benefit” and Golf Outing
Dennis Kratohwil, CLU®, ChFC®, CFP®, AEP, Financial Planner, Northwestern Mutual
May 17, 2018 Transfer on Death Instruments and Payable on Death Accounts
Bryan Winter, JD
March 8, 2018 Tax Update
David Faje, MST, CPA
January 11, 2018 Role of the Private Guardian
Jean Llamas, MSN, RN, CCM, ACM, NCG, owner of Care Navigators, Inc. and Care Guardians, Inc.
December 14, 2017 Holiday Party
November 9, 2017 The Purpose Imperative: Wealth Transfer on The “Why” Axis
Ray Odom, Senior Vice President Director of Wealth Transfer Strategies, Northern Trust
September 14, 2017 Managing Your Electronic Estate: The New Digital Assets Act
Mary D. Cascino, JD, Strauss & Malk
July 13, 2017 Long Term Care Insurance/Golf Outing
Dan Suprenant, CLTC - Asst. Director LTC Product Development - Northwestern Mutual
May 11, 2017 View from the Bench
Honorable Donna Jo Vorderstrasse
March 9, 2017 Investment Outlook
Joshua Luff, CFA, Wintrust Wealth Management
January 12, 2017 Asset Protection Refresher
William A. Ensing, JD
December 15, 2016 Holiday Party
November 10, 2016 Dealing with Behavioral Disorders Exhibited by Clients and Beneficiaries
MacKenzie A. Hyde, Senior Attorney, Clark Hill PLC
September 8, 2016 Charitable Giving Vehicles
Susan C. Wallace, Executive Director and Wealth Advisor with the Private Bank at JP Morgan
July 21, 2016 Cash Balance Retirement Plans/Golf Outing
Jodi S. Bush, CRPC, CRPS, CEBS, Ameriprise Financial
May 12, 2016 View from the Bench
Honorable Donna Jo Vorderstrasse
March 10, 2016 Economic/Investment Outlook
Diana J. Joseph, Chief Investment Officer, Barrington Strategic Wealth Management Group, LLC
January 14, 2016 Social Security Update
Nick Bothfeld, MBA, CRPC® of Bothfeld financial partners
December 10, 2015 Holiday Party
November 12, 2015 2015 Year End Tax Planning
Michael A. Deering, Mowery & Schoenfeld, LLC
September 10, 2015 Estate Planning Portability Strategies
Robert Kolasa
July 16, 2015 Luncheon and Golf Outing
May 14, 2015 A Judicial View of Probate
The Honorable Nancy Waites
March 12, 2015 Current Market Trends
Michael J. Donohue, Executive Director and Investment Team Lead in the Private Bank at JPMorgan
January 8, 2015 The Future of Long Term Care Planning
Patrick Bradley, CLU ChFC, Principal LTCI Partners
November 13, 2014 Income Tax Planning - Thoughts on 2014 End Of Year
Morton Kessel - McGladrey
September 11, 2014 POLST - Physicians Orders for Life Sustaining Treatment - Has Come To Illinois
Tom Pasquesi, Pasquesi Associates, P.C.
July 17, 2014 Non Reciprocal Spousal Power of Appointment Trust
Barry P. Siegel - Golan Christie
May 8, 2014 The Most Common IRS Audit Traps
Louis Sands - Plante Moran
March 13, 2014 Dinner- Long-Term Care Trends and Opportunities
Steven Schaumberger
January 8, 2014 Webinar
Steven J. Oshins , JD, AEP® (Distinguished)
December 12, 2013 Holiday Party
November 14, 2013 Obama Care
David Levitz
September 12, 2013 Elder Abuse
Jacquie Ness - The Catholic Charities
July 18, 2013 Golf Outing
May 9, 2013 Probate Issues and Considerations - - A Judge's View
Honorable Judge Nancy Waites
March 14, 2013 Long-Term Trust Design
Stacy Singer, Senior Vice President of the Northern Trust Company
January 10, 2013 2013 Investment Considerations
Mr. Erik Feldhaus, Managing Director of Harris Private Bank Lake Forest
November 8, 2012 Membership Luncheon
Topic TBD
September 13, 2012 J.P.Morgan's Current Economic Outlook
Randy Joseph & Alex Benassi
July 12, 2012 Luncheon and Annual Golf Outing
Larry Kaufman of Blackman Kallick to talk about professional marketing
May 10, 2012 Asset Protection Planning
Barry P. Siegal
March 8, 2012 Business Valuations for Estate & Gift Purposes
Joseph Modica, CPA, CVA, CFFA, CMC
January 12, 2012 An Opportunity to Change Student's Lives
Dr. Girard W. Weber, President - College of Lake County
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