| December 4, 2024 |
December Luncheon- "Member Table Topics"
Member Table Topic discussions |
| November 6, 2024 |
November Luncheon- "Fraud and Cyber Security Risks"
Lieutenant Nic Castle |
| October 2, 2024 |
October Luncheon- "Case Study in Gifting Business Interest"
Mr. Kyle Penney |
| September 10, 2024 |
ETEPC Fall 2024 Kickoff Networking Mixer
|
| March 6, 2024 |
March Luncheon- “Profit with Purpose: Incorporating Donor Advised Funds in the Sale of a Business”
Jeff Gerold, CFP®, CEPA® |
| February 7, 2024 |
February Luncheon- "Family Legacy/Heritage Planning
Rodney (Rod) C. Zeeb, JD, HDP |
| January 3, 2024 |
January Luncheon- "Labor Market Perspectives in East Texas”
Dr. Manuel Reyes |
| December 5, 2023 |
December Luncheon- "SECURE 2.0: What You Need To Know"
Jana L. Simons, LL.M., J.D., CFP® |
| November 1, 2023 |
November ETEPC Luncheon- "Thinking the Unthinkable: Selling the Family Business"
Larry S. Starks, CFA |
| October 4, 2023 |
October ETEPC Luncheon - “Gifts from Cousin Eddie - Acceptance, Ownership & Management of Bizarre Assets"
Megan C. Sanders |
| September 13, 2023 |
ETEPC Fall Kickoff Networking Mixer
|
| March 1, 2023 |
March ETEPC Luncheon - "Current Happenings in Oil and Gas"
David C. Smith, Argent Mineral Management |
| January 4, 2023 |
January ETEPC Luncheon - "Selling a Medical Practice: Improving Outcomes for Practice Owners"
Daniel Brunello, Strategist, Bernstein Private Wealth Management Houston |
| December 7, 2022 |
December ETEPC Luncheon - "Marital Property Concerns in Estate Planning and Administration"
Professor Thomas M. Featherston, Jr. - The Mills Cox Chair of Law Baylor Law School |
| November 2, 2022 |
November ETEPC Luncheon - “What will your legacy be? Working with individuals to create their charitable legacy.”
Cathy Sheffield - Chief Advancement Officer of Lena Pope in Fort Worth, Texas |
| October 5, 2022 |
October ETEPC Luncheon - "Death, Divorce and Dough"
Sarina Hager and Carey Christie - Attorneys at Hager Law, PLLC |
| September 27, 2022 |
Fall Kickoff Networking Mixer
|
| March 2, 2022 |
March ETEPC Luncheon
Dusty Wallace, CFP, JD and Jana Simons, JD, LLM, CFP |
| February 2, 2022 |
February ETEPC Luncheon
Joel Crouch, JD |
| January 5, 2022 |
January ETEPC Luncheon
Kacie Czapla, J.D., LL.M, CPA |
| September 17, 2020 |
2020-2021 Kickoff Mixer
TBD |
| February 19, 2020 |
February ETEPC Luncheon
Denise Schuh |
| January 22, 2020 |
January ETEPC Luncheon
Larry Starks |
| November 22, 2019 |
November ETEPC Luncheon
Jamie Katzen |
| October 22, 2019 |
October ETEPC Luncheon
Brian Brandt and Ashley Kutach |
| September 19, 2019 |
UT Tyler Soules College of Business Mixer Kick-Off
Dr. Robert Beatty, Dean of the Soules College of Business |
| March 20, 2019 |
March ETEPC Luncheon Meeting
Henry Charles “Chuck” Bauman, III, CELA |
| February 20, 2019 |
February ETEPC Luncheon Meeting
Douglas D. Box |
| January 16, 2019 |
January ETEPC Luncheon Meeting
George Coleman and Bennett Cullum |
| November 13, 2018 |
November ETEPC Luncheon Meeting
Thomas W. Cullinam, J.D., FCEP® |
| October 17, 2018 |
October ETEPC Luncheon Meeting
Michael Finke, PH.D, CFP |
| September 18, 2018 |
Kickoff Reception/Mixer
|
| March 4, 2015 |
Charitable Planning 101: What You Need to Know
Darren Moore |
| February 4, 2015 |
Sale of a Business Issues
Brian Wodar |
| January 7, 2015 |
Death & Probate: Selected End of Life Issues
Melissa Willms |
| November 12, 2014 |
The Not So New 3.8% Surtax - What is it? Is There Anything That Can be Done About it?
Scott Carter |
| October 1, 2014 |
Estate Planning Options When Long Term Care Insurance is Inadequate
Michael Cohen |
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