Past Events

May 20, 2026 Legislative Update
Representative Rod Furniss
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
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