Past Events

December 3, 2025 Board Meeting
November 12, 2025 Hot Topics in Privacy: Data Breach Simulation, Best Practices, and Regulatory Updates and Trends
Ryan Robinson and Gabrielle Hartstein of Dinsmore
October 14, 2025 Board Meeting
September 10, 2025 The Pros and Cons of Annuities
Don Miksch and Dave Kucharski
August 12, 2025 Board Meeting
June 10, 2025 Board Meeting
May 7, 2025 Leveraging AI in Estate Planning
Veronica Garofoli
April 8, 2025 Board Meeting - Cancelled
March 11, 2025 Board Meeting
February 12, 2025 Medina County Scam Squad - Helping your clients identify and report financial scams.
Tommy Condosta
January 7, 2025 Board Meeting
December 4, 2024 Annual Elections and Social
November 13, 2024 Valuation of Closely Held Businesses
Tami Bolder of CBIZ
October 25, 2024 Continuing Education Session
Special Needs Trusts and Financial Planning
October 3, 2024 Board Meeting
September 11, 2024 Medina County Probate Court Updates
Judge Kevin Dunn or Magistrate Alicia Hathcock
August 1, 2024 Board Meeting
June 6, 2024 Board Meeting
May 8, 2024 When to Create a Trust?
Panel Discussion
April 4, 2024 Board Meeting - Not Needed
March 7, 2024 Board Meeting
February 14, 2024 Planning Opportunities Around the Sunset Provisions
Heather Welsh and Albert Yambor of Sequoia Financial Group
January 4, 2024 Board Meeting
December 6, 2023 Annual Elections and Social
November 8, 2023 4th Luncheon High-end Property and Casualty Insurance
Abby Diamond of Brunswick Companies
October 5, 2023 Board Meeting
September 13, 2023 Third Luncheon Cybersecurity
Damon Hacker, MBA, CISA, CSXF, CMMC-RP President & CEO, Vestige Digital Investigations
August 3, 2023 Board Meeting
June 1, 2023 Board Meeting
May 10, 2023 SECURE Act 2.0
Eric Dorenkott of Corrigan Krause
April 6, 2023 Board Meeting
March 2, 2023 Board Meeting
February 8, 2023 Special Needs Estate Planning
John Harrison
January 5, 2023 Board Meeting
December 7, 2022 Annual Election and Social
Nominations Welcome
November 9, 2022 Medina County Probate Court Update
Judge Kevin Dunn
October 21, 2022 Annual CE Session
Robert Fenn and Mark Dorman
October 6, 2022 Board Meeting
September 14, 2022 Medicare Plans - Advising Your Client
Tami Glover
August 4, 2022 Board Meeting
June 2, 2022 Board Meeting
May 11, 2022 Testamentary Documents and Their Impact on Divorce
Linda Hoffmann
March 3, 2022 Board meeting
February 9, 2022 Reverse Mortgages
Lisa Puto
January 6, 2022 Board Meeting
December 8, 2021 Board meeting and annual elections followed by social
Board Meeting, Elections and Social
November 3, 2021 The Secure Act
Dan Griffith and Stephanie Kormanec
November 3, 2021 Quarterly Luncheon - Cryptocurrency and Digital Assets
David M. Lenz
October 15, 2021 Annual CE Session
POSTPONED
October 7, 2021 Board meeting
September 1, 2021 Quarterly Luncheon - Assisting Clients With Downsizing
Jody Schweiger of Caring Transitions
August 5, 2021 Board meeting
June 3, 2021 Board meeting
May 4, 2021 Quarterly Luncheon - Dealing with Diminished Capacity
Ann Salek and Ann McCarthy
March 4, 2021 Board meeting
February 3, 2021 Quarterly luncheon
Roundtable Discussion Led by MCEPC Board Members
January 7, 2021 Board Meeting
December 1, 2020 Board Meeting and Annual Elections
December 1, 2020 Annual Holiday Social - Cancelled
November 4, 2020 Quarterly Luncheon
Robert Molnar, Dan Gut & Erich Holmes
October 16, 2020 Continuing Education
Please See Attached Flier for Details
October 1, 2020 Board Meeting
September 2, 2020 Quarterly Luncheon
Judge Kevin Dunn
August 6, 2020 Board Meeting
June 4, 2020 Board Meeting
March 5, 2020 Board Meeting
February 19, 2020 The SECURE Act – Best Ideas We’ve Read
A Discussion on the SECURE Act
February 5, 2020 Life Settlements
Todd Everson
January 9, 2020 Board Meeting
December 3, 2019 MCEPC Annual Social
November 6, 2019 Ethical, Moral, and Legal Questions - When to Discuss Estate Plans With Beneficiaries?
October 18, 2019 Continuing Education Seminar - Social Security and Medicare Planning
David G. Freitag, CLU, ChFC, CRPC will speak on Social Security and Zig Novak will address Medicare
September 4, 2019 Estate Auctions
Dick Kiko Jr. CEO of KIKO Auctions
May 1, 2019 The Impostor Syndrome
Maureen Zappala
February 7, 2019 Guns and Estates
Kevin R. McKinnis
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