2018 CEPC LUNCHEON PROGRAMS SCHEDULE All luncheon program meetings will be held from Noon 1:30 p.m. at – The Standard Club, 320 S. Plymouth Court, Chicago DATE TOPIC SPEAKER SPONSOR February 21, 2018 2017 Recent Developments: Ryan Walsh, BMO Wealth Selected Federal and Hamilton Thies & Management Illinois Statutes, Rulings Lorch LLP and Cases February 27, 2018 Steve Fretzin, CTCmyCFO Workshop: “Results Driven Networking-Seven Fretzin Legal Simple Steps to Develop a Business Stronger Network” Development March 6, 2018 Fundamentals Workshop: Holly Baily, BMO Barnes & Discretionary Erica Lord, Thornburg “What Standards/Language Really The Northern Trust Means” Company 22, 2018 Estate Planning Related To Elizabeth Garlovsky, JP Morgan Divorce Robbins, Salomon & Patt; Carrie Harrington, Levenfeld & Pearlstein April 19, 2018 Digital Asset Planning John Bergner, Stout Winstead PC; Brian Hill, Computer Forensic Services May 16, 2018 Life Insurance as a Funding Domingo Such, WinTrust Wealth Vehicle for Perkins Coie, LLP; Management Wealth Rebecca Ryan, BNY Company Transfer and Gift/Valuation Mellon Wealth Issues Management June 7, 2018 Tax and Estate Planning Suzanne Shier, The The Northern Trust Considerations for Foreign Northern Trust Company Persons Owning US Assets Company; and Vice Versa Andrew Stone, Kozusko Harris Duncan
2018 CEPC LUNCHEON PROGRAMS SCHEDULE All luncheon program meetings will be held from Noon – 1:30 p.m. at The Standard Club, 320 S. Plymouth Court, Chicago DATE TOPIC SPEAKER SPONSOR February 21, 2018 2017 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases Ryan Walsh, Hamilton Thies & Lorch LLP BMO Wealth Management February 27, 2018 Workshop: “Results Driven Networking-Seven Simple Steps to Develop a Stronger Network” Steve Fretzin, Fretzin Legal Business Development CTCmyCFO March 6, 2018 Fundamentals Workshop: “What Discretionary Standards/Language Really Means” Holly Baily, BMO Erica Lord, The Northern Trust Company Barnes & Thornburg 22, 2018 Estate Planning Related To Divorce Elizabeth Garlovsky, Robbins, Salomon & Patt; Carrie Harrington, Levenfeld & Pearlstein JP Morgan April 19, 2018 Digital Asset Planning John Bergner, Winstead PC; Brian Hill, Computer Forensic Services Stout May 16, 2018 Life Insurance as a Funding Vehicle for Wealth Transfer and Gift/Valuation Issues Domingo Such, Perkins Coie, LLP; Rebecca Ryan, BNY Mellon Wealth Management WinTrust Wealth Management Company June 7, 2018 Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa Suzanne Shier, The Northern Trust Company; Andrew Stone, Kozusko Harris Duncan The Northern Trust Company