Past Events

August 23, 2023 Spotlighting Industry Trends with a Focus on Recent Fiduciary Litigation Cases
Chris Holtzclaw
May 17, 2023 Banking Information Update
Richard Hamm of Advantage Consulting
November 18, 2020 4th Quarter Meeting, 2020
Larry Adam and Anne Platt
September 2, 2020 3rd Quarter Meeting, 2020
Lauren Smith with Lanier Ford
May 20, 2020 2nd Quarter Meeting, 2020 - CANCELLED
February 19, 2020 1st Quarter Meeting, 2020
January 22, 2020 Annual Board of Directors Planning Meeting
November 20, 2019 4th Quarter Meeting, 2019
John Burns, Esq., AEP
August 21, 2019 3rd Quarter Meeting, 2019 (Nonprofits and Charitable Giving)
Stuart Obermann, Entrepreneur and Nonprofit Leader
May 22, 2019 2nd Quarter Meeting, 2019
Howard Neiswender, Esq.
May 8, 2019 Topgolf
Shane Stromei (with New York Life) and Kevin Riley (with One America)
February 20, 2019 1st Quarter Meeting, 2019
A. Stephen McDaniel, JD, AEP®, EPLS
January 22, 2019 Directors' Annual Planning Meeting
(For Directors Only)
November 14, 2018 4th Quarter Meeting
Jon Atchison, Chris Ruggieri, and Doug Drew
October 19, 2018 2018 National Estate Planning Awareness Week
Council Member Volunteers
August 22, 2018 3rd Quarter Meeting
Jessica Hovis-Smith, CFP
May 23, 2018 2nd Quarter Meeting
Guillermo Araoz, CFA
February 21, 2018 1st Quarter Meeting
Stephanie Kingsford, CPA
November 15, 2017 4th Quarter Meeting of 2017
Dennis Stack, Rachael Jackson & Shari Burnum
October 26, 2017 Mixer at Yellowhammer Brewing
August 23, 2017 3rd Quarter Meeting of 2017
Nancy C. Hughes, Esq.
May 24, 2017 2nd Quarter Meeting of 2017
Laura Huckabee-Jennings
March 9, 2017 Legacy Workshop for Professional Advisors
Tim Belber
February 22, 2017 1st Quarter Meeting of 2017
Katie McGuire, Esq.
August 18, 2016 Long-Term Care Planning
Connie Glass, Esq.
May 19, 2016 An Update on Social Security and Planning
Dan Brooks with BlackRock
February 25, 2016 An Introduction to Business Disability Insurance Products
Sam Duffey
December 8, 2015 Ethics Issues in Trust Administration
November 18, 2015 The Fiduciary's Facts of Life: Overcoming Tensions and Traps in Trust Administration.
Jon Townsend, Regions Bank
November 17, 2015 Retirement Benefit Planning: Dealing with the Uncertgainties
October 20, 2015 Post-Mortem Estate Planning
October 14, 2015 Subchapter J (Income Tax of Trusts and Estates) – The Forgotten Tax
Jeffrey N. Pennell, JD
September 15, 2015 The Ascendency of Income Tax Planning
August 20, 2015 Navigating the Fed, Financial Markets, and Today's Economic Environment
Guillermo Araoz, CFA
May 6, 2015 Charitable Giving- Leveraging the Community Foundation to Meet Your Clients' Philanthropic Needs
Stuart Obermann, CEO of the Community Foundation of Huntsville/Madison County, and Greater Horizons
February 26, 2015 Quarterly Meeting - Financial Market & the Feds
Guillermo Araoz, CFA
February 24, 2015 Protecting an Inheritance from Spousal and Creidtors' Claims
February 27, 2014 Elder Law and Alabama Medicaid: How It Impacts Your Clients"
Ms. Melanie B. Bradford
August 22, 2013 Estate Planning: 2013 Update
Elizabeth Abel
May 23, 2013 Building a Retirement Plan for a Professional Practice or Closely-Held Business
Mike Wesson
April 23, 2013 Cannon Estate Planning Series- Ethics Traps in Estate Planning and Administration- From the Obvious
March 19, 2013 Cannon Estate Planning Series- Vexatious Fiduciary Duty Concerns
February 21, 2013 Exit Strategy Planning
Denis M. Brown
November 16, 2012 On The Other Hand… A Look At Structural Versus Cyclical Factors Affecting The Economy
Tracy Bell, CFP, Senior Vice President and Senior Portfolio Manager IberiaBank Wealth Advisors
August 16, 2012 Using ESOPs for Succession Planning
Kelly Finnell
May 17, 2012 Planning in 2012, 2013 and Beyond
Harold Apolinsky, Esquire
February 23, 2012 Hudson Alpha
O'Neal Smitherman
December 15, 2011 Executive Compensation in Estate Planning and Year End Tax Planning
Michael J. Collins
December 6, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Trustee Responsibility to Beneficiaries and Vice Versa
November 15, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Charitable Planning
October 18, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Retirement Planning-Multiple Issues
September 20, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Disclaimers
September 15, 2011 General Meeting
August 16, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Coordinating Legal Aspects of Estate Planning with Financial Planning
July 26, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Special Needs Trusts
June 21, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Planning for Professionals, including Doctors, Lawyers, Accountants, Teachers
May 24, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
The Latest of Irrevocable Life Insurance Trusts
May 19, 2011 General Meeting - Uses of Life Insurance in Business and Estate Planning
Hunter Mills, Regional Director, John Hancock
April 26, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Allocation of Assets in Estates
March 22, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
How Ethical Rules Govern the Conduct of Estate Planners
February 22, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
Change of Situs With and Without Document Provisions
February 17, 2011 General Meeting
January 25, 2011 Cannon Financial 2011 Estate Planning Teleconference Series
State Income Tax Issues with Trusts
December 9, 2010 2011 Economic Outlook
Darin Leone, CFA
September 9, 2010 “New and Improved Fee Disclosure Regulations for Pension Plans.
LuAnn Jarnagin-WMG Financial
May 13, 2010 General Meeting
Marc Dietrich, SVP, Allianz Global Investors
March 23, 2010 A Trust or Account for Every Purpose under the Sun
Roy Adams Teleconference
February 23, 2010 Creating Wealth by Legal Means, Through Shifting Wealth by Legal Means
Roy Adams Teleconference
February 11, 2010 “Estate and Gift Planning with the Community Foundation”
Lynne Berry, Executive Director of the Community Foundation of Huntsville/Madison County
January 12, 2010 Recent Developments: Government Instructions for a Wave of New Laws
Roy Adams Teleconference
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