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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