Past Events

September 24, 2019 September 2019 Dinner Meeting
Eric Ward w/ AltaView Advisors
August 20, 2019 August 2019 Social
Craig Hopper - Legislative Update
May 15, 2019 May 2019 Lunch Meeting
Steve R. Akers w/ Bessemer Trust
April 24, 2019 April 2019 Social
March 13, 2019 March 2019 Lunch Meeting
MariBen Ramsey
February 13, 2019 February 2019 Lunch Meeting
January 16, 2019 January 2019 Lunch Meeting
Patrick L. O'Daniel from Norton Rose Fulbright
November 14, 2018 November 2018 Lunch Meeting
Erik J. Anderson, CPA, CFP®, PFS, AIFA with Employee Incentive Plans, Inc.
October 17, 2018 October 2018 Lunch Meeting
Gary V. Post, The Blum Firm
September 12, 2018 September 2018 Dinner Meeting
Marianne Jennings, J.D. - Business Ethics Speaker
August 23, 2018 August Social
May 1, 2018 May 2018 Lunch Meeting
Jonathan G. Blattmachr-High Returns & Tax Free Compounding
April 24, 2018 April Social
N/A
March 6, 2018 March 2018 Lunch Meeting
February 6, 2018 February 2018 Lunch Meeting
Brian Dethrow and Ron Kerridge w/ Jackson Walker
January 23, 2018 January 2018 Lunch Meeting
Jeff Chadwick w/ Winstead
November 28, 2017 November 2017 Lunch Meeting
October 24, 2017 October 2017 Lunch Meeting
Raymond C. Odom, Northern Trust
September 19, 2017 September 2017 Dinner Meeting
Dr. Stanley Johanson with UT School of Law
August 24, 2017 Thursday, August 24, 2017 Social
Craig Hopper re: Legislative Update
May 1, 2017 May 2017 Lunch Meeting
April 27, 2017 April 2017 Social
None
March 21, 2017 March 2017 Lunch Meeting
Kenneth J. Fair and Randall C. Owens
February 21, 2017 February 2017 Lunch Meeting
January 17, 2017 January 2017 Lunch Meeting
John R. Strohmeyer w/ Crady, Jewett & McCulley LLP
November 15, 2016 November 2016 Lunch Meeting
H. Clyde Farrell of Farrell & Pak PLLC
October 24, 2016 October 2016 Lunch Meeting
Cindy Kittle ESQ
September 13, 2016 September 2016 Dinner Meeting sponsored by BROADWAY BANK
Dr. Stanley Johanson with UT School of Law
August 30, 2016 Social August 30,2016
None
May 9, 2016 May 2016: International Tax Issues for the Domestic Estate Planner
Richard S. LeVine
April 19, 2016 EPCCT Social
n/a
March 9, 2016 Mar 2016: Special Needs Trust Checklist: To Do or Not To Do
Mary Alice Jackson
February 16, 2016 Feb 2016: Estate Planning for Same Sex Couples
Michael Kaufman
January 25, 2016 Jan 2016: Charitable Giving with Retirement Benefits
Natalie Choate
November 5, 2015 November Lunch Meeting
Chris Powers
October 19, 2015 October Lunch Meeting
Donald Jansen
September 16, 2015 September Dinner Meeting-sponsored by BROADWAY BANK
Dr. Stanley Johanson with UT School of Law
August 27, 2015 August Social
Craig Hopper w/ Hopper Mikeska
April 28, 2015 April 2015 Lunch Meeting
Professor Thomas M. Featherston, J.D.-Baylor Law School
March 10, 2015 March 2015 Lunch Meeting
Leslie Kiefer Amann, J.D., Sentinel Trust
February 19, 2015 February 2015 Lunch Meeting
Mairav Rothstein Tax Counsel VP with Northern Trust
January 6, 2015 January 2015 Lunch Meeting
Robert Weylandt, JP Morgan Private Bank
November 10, 2014 November Lunch Meeting
Benjamin G. Carter
October 8, 2014 October Lunch Meeting
Stephanie Loomis-Price
September 16, 2014 September Dinner Meeting
Professor Stanley M. Johanson
August 21, 2014 August Social
None
April 28, 2014 April Lunch Meeting
John Ungerman
March 4, 2014 March Lunch Meeting
Brett T. Berly, Attorney
February 18, 2014 February Lunch Meeting
William (Trey) M. Gerhardt III
January 7, 2014 January Lunch Meeting
Gerry W. Beyer, Law Professor at TX Tech
November 7, 2013 November Lunch Meeting
Jim Kee, Ph.D
October 16, 2013 October Lunch Meeting
Gary V. Post, Attorney
September 18, 2013 September Dinner Meeting
Professor Stanley M. Johanson
August 28, 2013 August Social
William D. (Bill) Pargaman
April 30, 2013 April Lunch Meeting
Kristin Elsom, Attorney
March 19, 2013 March Lunch Meetin
Brett Berly, Attorney
February 19, 2013 February Lunch Meeting
Tom Whitehurst, CPA
January 22, 2013 January Lunch Meeting
Shyla Buckner, Attorney
November 13, 2012 November Lunch Meeting
Noel C. Ice
October 16, 2012 October Lunch Meeting
Tom Forrest
September 18, 2012 September Dinner Meeting
Professor Stanley M. Johanson
August 28, 2012 August Social
none
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