Past Events

February 16, 2021 February 2021 Lunch Meeting
Robert B. Wellendorf II, AEP, CAP
January 19, 2021 VIRTUAL Wine Tasting and 2021 Market Outlook
Tasting by Guglielmo Winery & program by Scott Kubie & Paul West
November 17, 2020 November 2020 Lunch Meeting (with online option)
Eryka Morehead, CAP, CLTC, LACP
October 20, 2020 October 2020 Breakfast Meeting (with online option)
John B. Atkins, JD & Daniel J. Wintz, JD
September 15, 2020 2020-21 Season Kickoff Meeting
Andrew Sigerson, JD & Benjamin Burton, CPA
August 18, 2020 End of the Season Gathering
Lunch & Networking
June 23, 2020 End of the Season Celebration
Happy Hour
April 21, 2020 April 2020 Virtual Meeting
Lisa Richter, Avivar Capital
March 17, 2020 March 2020 Lunch Meeting
February 11, 2020 February 2020 Lunch Meeting
William J. Lindsay, Jr.
January 21, 2020 January 2020 Happy Hour Meeting
Joe Heffernan
November 19, 2019 November 2019 Lunch Meeting
Dan Bechtol, Concord Mediation Center
October 22, 2019 October 2019 Breakfast Meeting
Eryka Morehead, CAP, CLTC, LACP
September 17, 2019 2019-20 Season Kickoff Meeting
Edward A. Morse, JD
May 6, 2019 May 2019 Lunch
Michael W. Halloran, CFP®, AEP®, ChFC®, CLU®
April 16, 2019 April 2019 Breakfast Meeting
Mary Vandenack, JD
March 19, 2019 March 2019 Breakfast Meeting
Panel facilitated by Monte Schatz & Keith Deras
February 19, 2019 February 2019 Lunch Meeting
Adam Astley JD & Matt Stadler CPA, ABV, JD
January 15, 2019 January 2019 Happy Hour
Eric Thompson, Associate Professor of Economics - University of Nebraska
November 20, 2018 November 2018 Lunch Meeting
Suzan Erem, Executive Director - Sustainable Iowa Land Trust
October 23, 2018 October 2018 Breakfast Meeting
Nathan R. Watson, JD - NE DHHS
September 18, 2018 September 2018 Lunch Meeting
Susan Spahn, J.D.
July 27, 2018 July 2018 Breakfast
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
May 15, 2018 End of the Season Celebration Dinner
Entertainment by Kevin Horner Live
April 24, 2018 April 2018 Dinner Meeting
Eric Joranson, Chartered Advisor in Philanthropy®
March 20, 2018 March 2018 Breakfast Meeting
Mark A. Weber, J.D., ChFC®, CLU®, CAP®, AEP® & Jeffrey D. Sharp, JD, MBA, CFP®, CPWA®, ChFC®, CLU®
February 20, 2018 February 2018 Lunch Meeting
Nick R. Taylor, J.D.
January 16, 2018 January 2018 Happy Hour
Bill Lindsay & Tom Gaughen
November 21, 2017 November 2017 Lunch Meeting
Howard Kaplan - IRS and Local Tax controversy and litigation specialist
October 24, 2017 October 2017 Breakfast Meeting
First National Bank Financial Crime Division
September 12, 2017 2017-18 Season Kickoff Dinner
Frank C. Heinisch, Esq
May 16, 2017 End of the Season Celebration
Comedian (and attorney) Kristopher Covi
April 18, 2017 April Breakfast Meeting
Moderator: Jeremy Belsky CAP; Panel: CK Duryea JD CAP, Howard Epstein JD CAP and Steven Scholer JD CAP
March 21, 2017 March Lunch Meeting
CLARK B. McCLEARY, CLU, ChFC, AEP
February 21, 2017 February Lunch Meeting
Daniel Russel, Assistant Attorney General
January 17, 2017 January Happy Hour
Dr. Randall Adkins, Professor of Political Science
November 15, 2016 November Breakfast Meeting
Claire McHenry, Deputy Director – Securities Bureau with the Nebraska Department of Banking and Finance
October 11, 2016 October 2016 Breakfast
RESPECT - Estate Planning Mediation
September 20, 2016 OEPC / LEPC Joint Meeting
ABLE Act and Enable Savings Plan
May 24, 2016 End of the Season Celebration
April 19, 2016 OEPC April Meeting - Webinar and Happy Hour
Gerry W. Beyer, JD, LL.M., JSD, AEP®
March 15, 2016 March Luncheon
Paul S. Viren, CLU®, ChFC®, AEP®
February 16, 2016 OEPC Luncheon Meeting
Dave Murray, Sterling Foundation Management
January 19, 2016 OEPC Breakfast Meeting
Jonathan L. Grob, McGrath North
November 17, 2015 November 2015 Breakfast Meeting
Jon A. Jacobsen
October 20, 2015 October 2015 Dinner Meeting
Aaron Davis
September 16, 2015 Omaha / Lincoln Joint Meeting
Tom Lipscomb, CLU
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