Past Events

March 5, 2024 Social Security: Preparing for Retirement
Karen L. Ireland, CFP, CRPC
January 22, 2024 The Roadmap to a Transaction
Brian Goodhart
November 7, 2023 How to Value a Business/ What to Look for in a Business Value Report, with a Focus on Professional Service Firms
Gregory H. Coats, CFA (NOEPC/FPA Joint Meeting)
September 11, 2023 Planning for People With Special Needs: ‘Special Needs Trust’ and The ‘ABLE Act’
Carole Cukell Neff
May 15, 2023 ​Estate Planning with Life Insurance in a Rising Interest Rate Environment
John Snider II
March 21, 2023 Interdictions and Dealing with Clients with Diminishing Capacity
Stephanie Graf Gamble
January 31, 2023 Recent Developments in Legal Ethics
Dane S. Ciolino
November 1, 2022 Insolvency Issues in Estate Planning
Albert J. Derbes IV
September 19, 2022 From Koozies to Concert Holograms: Estate Planning and the New Allen Toussaint Legacy Act
Jessica C. Engler and Nene Glenn Gianfala
May 16, 2022 Will Formalities in Louisiana : Looking Back and Moving Forward
Ronald J. Scalise Jr.
March 22, 2022 The SECURE Act: RMDs, Eligible Designated Beneficiaries, and Charitable Planning
Laura E. Fine
January 31, 2022 Cybersecurity Update from the Trenches
Michael Richmond, CISSP CCSFP
November 15, 2021 Legislative Update & Year End 2021 Tax/Estate Planning Considerations
Dean J. Martin, Jr., CPA
October 18, 2021 Lunch & Learn-2021 Tax Reform (Proposed Legislation and Planning Considerations)
Marty Shenkman
May 10, 2021 Are Premarital Agreements Really Unfair?: An Empirical Study
Elizabeth Carter
March 15, 2021 Interpreting Trust Distribution Provisions: A Conversation between a Drafter and an Implementer
Liz Ary and Laura Walker Plunkett
January 25, 2021 Good Intentions Can Lead to Unintended Consequences
Jeff Haskell
October 6, 2020 Virtual Continuing Education Program-- Planning for Retirement Benefits: The SECURE Act and Other Recent Developments
Natalie B. Choate
September 14, 2020 CANCELLED-Interpreting Trust Distribution Provisions: A Conversation between a Drafter and an Implementer
Liz Ary and Laura Walker Plunkett
January 27, 2020 How Tax Affecting Influences a Business Valuation
Michelle Avery and Vanessa Claiborne
November 18, 2019 Family Love Letter-How Every Family Can Prepare
Karen Drancik
September 23, 2019 How the SECURE Act could change Retirement Outcomes
Alice Palmer
May 6, 2019 The 2017 Tax Act Revisited: Lessons Learned from the Filing Season
Robert S. Keller
March 25, 2019 The Insurance Policy has Cratered - How to Advise the Client Now/Looking into a Crystal Ball - What Happens to the Doubled Lifetime Exclusion?
David F. Byers, Jr., J.D., LL.M
January 28, 2019 Panel Discussion on the Pros and Cons of Proposed Payable on Death ("POD") Account Legislation
Ron Scalise, David Boneno and Raymond Landry
November 5, 2018 Increase Your Value: 8 Reasons Philanthropy Can Help You Better Serve your Clients
Erin McQuade-Wright, VP for Development & Donor Relations, Greater New Orleans Foundation
September 17, 2018 Adding Value in the Face of Commoditization & Fee Compression
Renée Pastor
May 14, 2018 “Louisiana Trust Law from 1882 to 2018 … and Beyond”
Ron J. Scalise, Jr.
March 19, 2018 Key Concepts & Sophisticated Strategies to Help Maximize Benefits
Gail Buckner, CFP Professional, CRPS, AIF
January 29, 2018 Overview and Tax Planning Relating to the Tax Cuts and Jobs Act
Jennifer Bernard-Allen, CPA, MS and Micah J. Stewart, LL.M. in Taxation
November 15, 2017 Putting It On & Taking It Off: Tax Basis Management In The New Paradigm
Paul S. Lee, J.D., LL.M.
September 25, 2017 Testamentary Capacity and Undue Influence: A Case Presentation Involving Cancer Metastases to the Brain
Michael Chafetz, PhD, ABPP
Mr. Raymond C. Odom, CFP
May 15, 2017 Transition by Design: Successful Succession of the Privately-Held Business
Susan P. Rounds
March 27, 2017 Estate Planning Current Developments and Observations From 2017 Heckerling Estate Planning Institute
Steve R. Akers, JD
January 23, 2017 Making Estate Planning Great Again: Trumping Uncertainty with Strategies that Work in Any Environment
Thomas J. Pauloski
November 28, 2016 Update on Louisiana Insurance Markets
James J. Donelon
September 19, 2016 The New Fiduciary Rules. What Do You Need To Know and Do Now
Marcia S. Wagner, JD
June 9, 2016 NOEPC AEP ® Wine and Cheese Reception-June 9th
May 2, 2016 The Ever-evolving Client Engagement: Estate Planning into Income Planning
Patrick W. Suffern, CPA, CLU
March 14, 2016 Advising Clients in Selecting Life Insurance Carriers
Wayne Thomas, CLU, ChFC, AEP, CAP
January 25, 2016 Engaging Your Highest Capacity Clients for Inspired Outcomes
Phil Cubeta, CLU, ChFC, MSFS, CAP
November 16, 2015 Federal and Louisiana Tax Overview and Year End Tax Strategies
Jerry Schreiber and Ted Stacey
September 21, 2015 Effects of the Obergefell Decision on Louisiana Same-Sex Couples
Susan J. Burkenstock and Laura Walker Plunkett
May 4, 2015 NOEPC 50th Anniversary Celebration
March 18, 2015 Basis Planning
John J. Scroggin, JD, LL.M., AEP® - Scroggin & Company, P.C.
March 16, 2015 Charitable Remainder Trusts—They’re Back!
Thomas J. Pauloski
January 21, 2015 Life Insurance Policy Valuation: At Best an Art, Not a Science
Lawrence Brody, JD, LL.M., AEP® (Distinguished) - Bryan Cave LLP
Gerard H. Schreiber, Jr., CPA
November 17, 2014 Digital Forensics - From Data Breaches to eDiscovery
Dr. Brian Roux
September 8, 2014 Estate Sale/Mock Auction
Katie Hovas
May 19, 2014 Tax Update
Bob Perez
March 24, 2014 The Art of Gift Planning
Panel: Beth Turner, Alice Parkerson and Carol Wise
January 13, 2014 “A Streetcar Named Retire: Estate Planning on Moving Tracks”
Villere & Co.
November 18, 2013 What Your LGBT Clients Need to Know about US v. Windsor
Laura Fine
September 16, 2013 So, Aunt Sally Wants to be Trustee…
Charlotte K. Ray
May 20, 2013 Estate Planning With IRAs and Qualified Plans
April Caudill
March 18, 2013 Estate, Investment, Financial and Charitable Planning after the American Taxpayer Relief Act of 2012
Ken Weiss, Kevin Neyrey & Greg Hodlewsk
January 14, 2013 Litigation Issues in Estate Planning: A Case Study of Undue Influence, Duress, Fiduciary Relationshi
Bruce Spizer
November 26, 2012 Panel on End of Life Issues
Ellen Yellin, Billy Henry & Vicki Hughes
November 8, 2012 Top Ten Charitable Planning Ideas
Kathryn Miree
September 24, 2012 Panel on "Selected Senior Issues"
John Becker and Joel Mendler
May 21, 2012 Life Insurance as an Asset Class
Dick Weber, MBA, CLU, AEP
March 19, 2012 Charitable Lead Trusts
Donald O. Jansen. JD. LL.M.
January 23, 2012 Asset Protection in Estate Planning.
Grant Coleman
November 14, 2011 "Reviewing a Business Valuation Report”
Riley Busenlener
September 19, 2011 History and Future of the National WWII Museum.
Gordon H. Mueller, Ph.D at WWII Museum
View Current Events