Past Events

May 7, 2024 Nour Salhoub, Dave Doherty Estate Planning Foreign Assets
Nour Salhoub, Dave Doherty Estate Planning for Foreign National Clients
January 23, 2024 Rescheduled Mtg Young Boozer Alabama State Treasurer
Young Boozer, Alabama State Treasurer
January 16, 2024 Rescheduled Meeting
Young Boozer, Alabama State Treasurer
September 19, 2023 Gulf Coast Estate Planning Conference
Variouis speakers
July 18, 2023 Jim Bates - Timber Assets
Jim Bates- TImber Assets
May 2, 2023 Brian Smithweck Corporate Transparency Act
TBD
January 17, 2023 John Poole Security Act 2.0
John Poole - Secure Act 2.0
September 20, 2022 2022 Gulf Coast Estate Planning Conference
Various
July 19, 2022 Qtly Mtg Gilbert F Dukes III - Estate Planning Documents in Today's Environment
Gilbert (Gil) F. Dukes III
May 3, 2022 Market & Economy Update Headwinds Aplenty - David Lundgren
David Lundgren, CFA Hancock Whitney
January 18, 2022 Qtly Membership Mtg- Jay Stubbs "Insurance Underwriting in a Covid World"
Jay Stubbs
September 21, 2021 Gulf Coast Estate Planning Conference
July 20, 2021 Quarterly mtg- Dr. John ValentineDauphin Island Sea Lab
Dr. John Valentine - Dauphin Island Sea Lab
September 24, 2020 Gulf Coast Estate Planning Conference Session 3
September 23, 2020 Gulf Coast Estate Planning Conference Session 2
September 22, 2020 Gulf Coast Estate Planning Conference Session 1
Various
July 21, 2020 Quarterly Webex Meeting - Economic Update
Rob Wilson - Trustmark
May 19, 2020 Quarterly Zoom Meeting - Cares Act
Todd Denion and Day Peake
January 21, 2020 Quarterly meeting - Key Impact of the 2019 Secure Act
Laureen Lynn and Douglas Whitmore
September 17, 2019 40th Gulf Coast Estate Planning Conference
July 16, 2019 Quarterly Mtg-Clayton Mobley Conservation Easements
Clayton Mobley - Conservation Easements
May 7, 2019 Quarterly MeetingAlex Flachsbart Opportunity ones
Alexander Flachsbart - Opportunity Alabama
January 15, 2019 Quarterly meeting - Rob Wilson 2017-2018 Market Review
Rob Wilson
September 11, 2018 Gulf Coast Estate Planning Conference
July 17, 2018 Quarterly Meeting- Lindsey Tessin, American Cancer Society
May 1, 2018 Quarterly Meeting-Tommy Fulton, Family Business
February 6, 2018 Mardi Gras Social
LaShe Parade
January 23, 2018 Quarterly meeting-Mark Kirkpatrick, Tax Cuts and Jobs Actis 2017
Mark Kirkpatrick
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