Past Events

October 29, 2024 October SEWEPC Luncheon Meeting
Samin Dadelahi and Misty Gehle, Wyoming Community Foundation,
September 24, 2024 Annual Kick-Off Happy Hour
September 11, 2024 Tiffany House/WY State Bar Sessions
Tiffany Teel House, CAP, CEPA, FCEP
May 21, 2024 May SEWEPC Luncheon Meeting
Sen. Tara Nethercott and Rep. Landon Brown
April 30, 2024 April SEWEPC Luncheon Meeting
Dr. Chase Thiel
January 30, 2024 January SEWEPC Luncheon Meeting
Artificial Intelligence: Coming to Life
November 28, 2023 November 28 SEWEPC Luncheon Meeting
Corporate Transparency Act presentation
November 20, 2023 Board of Directors Election *PLEASE RSVP TO VOTE*
September 26, 2023 Annual Kick-Off Happy Hour
August 7, 2023 Dr. Russell James, J.D., Ph.D., CFP
May 30, 2023 May 30 SEWEPC Luncheon Meeting
Tracy Richardson, Associate AD for Trademark and Licensing
May 30, 2023 May 30 SEWEPC Board Meeting
April 25, 2023 April 25 SEWEPC Board Meeting
March 21, 2023 March 21 SEWEPC Luncheon Meeting
Sen. Tara Nethercott and Rep. Landon Brown
February 28, 2023 February 28 SEWEPC Luncheon Meeting
Lisa Trimble and Carole Boughton, LCCC
February 28, 2023 February 28 SEWEPC Board Meeting
January 31, 2023 January 31 SEWEPC Board Meeting
January 31, 2023 January 31 SEWEPC Luncheon Meeting
Cheyenne Regional Medical Center HR Team
November 29, 2022 November 29 SEWEPC Lunch Meeting
Mark Gifford, Wyoming Bar Counsel
November 29, 2022 November 29 SEWEPC Board Meeting
October 25, 2022 October 25 SEWEPC Lunch Meeting
Lisa Snyder, CFA, Senior Investment Strategist for Wells Fargo Private Bank
October 25, 2022 October 25 SEWEPC Board Meeting
September 29, 2022 Annual Meeting and Banquet
May 31, 2022 May 31 SEWEPC Lunch Meeting
Dr. Anne Alexander and Dr. Nicole Choi
May 31, 2022 May 31 SEWEPC Board Meeting
April 26, 2022 April 26 SEWEPC Lunch Meeting
Gregory Vaughn, MHP LLP
April 26, 2022 April 26 SEWEPC Board Meeting
March 29, 2022 March 29 SEWEPC Lunch Meeting
Senator Tara Nethercott
March 29, 2022 March 29 SEWEPC Board Meeting
February 22, 2022 February 22 SEWEPC Lunch Meeting
Matt Kaufman, Updates on Cryptocurrency in Wyoming
February 22, 2022 February 22 SEWEPC Board Meeting
January 25, 2022 January 25 SEWEPC Lunch Meeting
Tim Thornell, Dr. Jeffrey Chapman, Dr. Jeffrey Storey
January 25, 2022 January 25 SEWEPC Board Meeting
November 30, 2021 November 30 SEWEPC Lunch Meeting
Betsey Hale, CEO of Cheyenne LEADS
November 30, 2021 November 30 SEWEPC Board Meeting
October 26, 2021 October 26 SEWEPC Lunch Meeting
Kenan Peterson and Amy Kane, CFP, CTFA
October 26, 2021 October 26 SEWEPC Board Meeting
September 30, 2021 Annual Meeting and Social Hour
May 25, 2021 May 25 SEWEPC Lunch Meeting
Kent Noble
May 25, 2021 May 25 Board Meeting
April 27, 2021 April 27 SEWEPC Lunch Meeting
Laurie Rogers, Holland & Hart
April 27, 2021 April 27 Board Meeting
March 30, 2021 March 30 SEWEPC Lunch Meeting
Dr. Joe Schaffer
March 30, 2021 March 30 Board Meeting
February 23, 2021 February 23 SEWEPC Lunch Meeting
Bob Leonard
February 23, 2021 February 23 Board Meeting
February 1, 2021 Test event
Fred
January 26, 2021 January 26 SEWEPC Lunch Meeting
Matthew Kaufman
January 26, 2021 January 26 Board Meeting
November 24, 2020 November 24 SEWEPC Lunch Meeting
Sue Castaneda
November 24, 2020 November 24 SEWEPC board meeting
October 27, 2020 October 27th SEWEPC lunch meeting
Scott Meier
October 27, 2020 Oct 27th SEWEPC board meeting
September 24, 2020 CANCELLED - September annual meeting
May 26, 2020 CANCELLED - May SEWEPC
April 28, 2020 CANCELLED - April SEWEPC
March 24, 2020 CANCELLED March SEWEPC CANCELLED
Due to the recommendation from the CDC this meeting has been cancelled
March 3, 2020 February SEWEPC Cancelled
To Be Determined
January 28, 2020 January SEWEPC meeting
Robert Leonard
December 17, 2019 Rescheduled Meeting - December 17
Chris Johnson MHP – “How to work with the IRS”, “How to Avoid and what to do if Audited by the IRS”
November 26, 2019 CANCELLED - Nov 26th SEWEPC meeting
Chris Johnson MHP – “How to work with the IRS”, “How to Avoid and what to do if Audited by the IRS”
October 29, 2019 Oct 29 - SEWEPC - Miscellaneous Estate Planning Considerations Following the 2017 Tax Act
Robert H (Bob) Leonard
September 26, 2019 Annual Dinner meeting
August 12, 2019 SEWEPC member survey
May 28, 2019 May 28th meeting
Dr. David Sprott, Dean of the Business College
April 30, 2019 April 30 Meeting
Dr Tracie Caller - Diminished capacity
March 26, 2019 March 26th meeting
Joe Schaffer
February 26, 2019 February 2019 meeting
Robert Leonard - 2018 Tax Act & Estate planning
January 29, 2019 January 2019 meeting
Mark Gifford
November 27, 2018 Nov 27 SEWEPC meeting
David Pope - Block Chain Task Force & Crytocurrency
October 30, 2018 Oct 30 Southeast Wyoming Estate planning Council
Dr. Chen - Dealing with Difficult People
September 13, 2018 Annual meeting
May 29, 2018 May 29th - Coach Bohl
Coach Bohl
April 24, 2018 April 24th - Judge Catherine Rogers
Judge Catherine Rogers
March 27, 2018 March 27th Southeast Wyoming Estate Planning Council
Dr Joe Schaffer - LCCC president
February 27, 2018 February 27 Southeast Wyoming Estate Planning Council
Ron Nimmo & Greg Vaughn
January 30, 2018 January 30, 2018 Southeast Wyoming Estate planning Council
Greg Dyekman
November 28, 2017 November 28th meeting at LCCC
Sam Shumway, AARP
October 31, 2017 October 31 meeting with NAIFA
TBA
September 20, 2017 Annual membership banquet
Doug Fowler
May 30, 2017 Legislative Update
Stefanie Milam, Tara Nethercott, Jared Olsen, and Kelly Davis
April 25, 2017 Estate Planning for Professional Athletes
Casey Bramlet and Ryan McGuffey
March 28, 2017 Capacity Issues for the Estate Planner
Cheyenne Regional Modical Center Foundation will be hosting this meeting. The presentation will be a panel of professionals discussing capicity issues for the estate planner. The panel consists of:
February 28, 2017 LCCC - Dr. Schaffer
Dr. Joe Schaffer
January 31, 2017 Potential Tax Reform ???
McGee, Hearne & Paiz
November 29, 2016 International Programs at UW
Jean Garrison
October 25, 2016 SEWEPC Joint Meeting with NAIFA
Mark Pajak
September 28, 2016 SEWEPC Annual Membership Banquet
May 31, 2016 Special Needs and Medicaid Planning
Craig Cook
March 29, 2016 Legislative Update
Tony Ross
February 23, 2016 Elder Financial Abuse
Donna Murray and Lesley Osen
January 26, 2016 Laramie County Community College Update
Dr. Schaffer
November 24, 2015 Dean of UW Law School - Going Global More Everyday: Trends and Developments to Consider in Business Planning
Klint Alexander
October 27, 2015 Annuities Tips and Tricks
Jason Bell
September 30, 2015 SEWEPC Annual Banquet
May 26, 2015 Ethics
Mark Gifford from the Wyoming State Bar
April 28, 2015 Entrepreneurship
Jon Benson
March 31, 2015 Legislative Update and Discussion
Tony Ross
February 24, 2015 Digital Assets and Death
Jacob Brooks
January 27, 2015 Decanting in Wyoming - Best Practices
Loren Richards
November 25, 2014 Affordable Care Act
Panel ( Bob Leonard, Brian Lenell and Milt Uribe)
October 28, 2014 Joint Meeting with NAIFA
Greg Dyekman
September 24, 2014 SEWEPC Annual Banquet
September 16, 2014 Creative Charitable Planning with Non-Cash Assets
Bryan Clontz
May 27, 2014 Home Instead - Cognitive Impairment and its effects to family and planning
Bob Maguire
April 29, 2014 Estate Planning Seminar
John Warnick
March 11, 2014 Joint NAIFA Luncheon - Melissa Wandall
Melissa Wandall
February 25, 2014 Why Wyoming is the best Trust situs
Robert Leonard
January 28, 2014 Estate and Gift Tax Portability
Jessica Schneider
November 26, 2013 From Entrepreneur to Family Firm and Back Again: Innovation Across Generations
Roland Kidwell
October 29, 2013 Joint Meeting with NAIFA
Tracy R Richardson, JD, LLM
January 29, 2013 How the Fiscal and Economic Changes Will Affect our Practices
Panel of Professionals moderated by Tim Smith
View Current Events