Past Events
| January 28, 2026 |
The Basics of Estate and Retirement Planning (A community event)
Presented by the Eastern Idaho Estate Planning Council |
| January 21, 2026 |
Navigating Complexity: Strategic Opportunities in Financial Planning
Dr Taft Dorman, PhD, AFC© |
| November 19, 2025 |
Use of Trusts in Estate Planning
Robert E. Farnam, Holden Kidwell Hahn & Crapo |
| October 15, 2025 |
The Full Picture: Aligning Investments, Planning, and Purpose - Sponsored by Idaho Community Foundation
Christian Moon, CFA, CFP®, Snake River Investment Counsel |
| September 24, 2025 |
Reviewing The One Big Beautiful Bill Act - 2025-2026 Tax Law Changes
Orrin Cellan of Onyx Financial & Daniel Norton of Cooper Norman |
| August 20, 2025 |
Transition by Design – Successful Succession of the Family Business and Wealth
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP® (Distinguished), TEP |
| July 16, 2025 |
10 Ways to Screw Up an Estate Plan.
Dave Bagley of ISU & Racine Olson |
| View Current Events |
