WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL

May 15, 2025

2025 Member Welcome Social

Social

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June 18, 2025

Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility

Al W. King III

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July 16, 2025

The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.

Jon Dahlstrom

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August 20, 2025

The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift

Jonathon Morrison

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September 17, 2025

Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself

Eric Zimmer

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May 21, 2025

One Choice….can impact generations; Protecting against the Great Retirement Income Gap

Brent DeGroot

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