| January 28, 2025 |
Michael Mechler Financial Planning & Evolution of Wealth Mgt.
Michael Mechler |
| September 17, 2024 |
Gulf Coast Estate Planning Conference
TBA |
| July 16, 2024 |
Venessa Claiborne, Nene Gianfala TCJA Sunset
Vanessa Claiborne- TCJA Sunset Provisions |
| 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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