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Southern Indiana Estate Planning Council
The Southern Indiana Estate Planning Council (SIEPC) exists to provide area advisors educational and networking opportunities that help better serve our clients and community. For more information about joining the SIEPC, please contact us.
Next Meeting – Friday, May 9
Event: 22nd Annual Professional Advisor Seminar | Hosted by the Community Foundation of Louisville, in partnership with the Community Foundation of
Location: University of Louisville Shelby Campus – Founders Union Conference Center (450 N Whittington Pkway, Louisville, KY 40222)
Meeting Dates
Most meetings happen between 11:45 – 1:00 and are located in the second-floor Board Room at the 4100 Charlestown Road building, located just off of Interstate 265 in New Albany. There is on-site parking and you may enter the building from the doors located behind the circular driveway.
All meetings take place the second Tuesday of each month. Lunch is included for all SIEPC members with an RSVP.
Future Dates & Speakers Include:
September 10, 2024 – Linda Speed, Community Foundation of Southern IndianaTopic: Charitable Giving with QCDs
October 8, 2024 – Donovan Gibbs, Stites and HarbisonTopic: Things Advisors Should Know About NIL
November 12, 2024 – Phillip Pearson, McBrayer PLLCTopic: Secure 1.0 and Secure 2.0
December 10, 2024 – Sarah Hunter, CPA, DMLO CPAsTopic: Tax Updates for 2025
January 14, 2025 – Grant Meyer, Northwestern MutualTopics: Social Security: When to Elect and Why?
February 11, 2025 – Kelli Brown, Goldberg SimpsonTopic: Dogs, Horses, Turtles, and More! (Almost) Everything an Attorney Needs to Know to Assist a Client with Estate Planning That Includes Pets and Animals
March 12, 2025 – Katelyn Matusik, BonhamsTopic: Personal Property ValuationVenue: Indiana University Southeast – 4201 Grant Line Rd., New Albany, IN 47150
April 8, 2025 – Judge J. Terrence CodyTopic: 2025 Probate, Estate, and Trust Legislation
- SPECIAL EVENT: May 9, 2025 – 22nd Annual Professional Advisors Seminar with CFL
- Time: Starts at 8:30 a.m.
- Details: The program will cover timely tips on “Business and Tax Planning and Current Ethics Conundrums for the Estate Planning Team“
- Venue: University of Louisville – Shelby Campus – 440 N Whittington Pkwy., Louisville, KY 40222
- Registration: Click here
- SPECIAL EVENT: May 15, 2025 – Annual Spring Event, Joint with EPCML
- Details: Step into spring with an exclusive night of networking, cocktails, hors d’oeuvres, and unforgettable encounters at one of the nation’s top-ranked zoos — recognized by USA Today as a “10 Best Readers’ Choice Awards” destination. Mingle with fellow advisors, enjoy a behind-the-scenes peek at the Zoo’s wildest residents, and unwind in a one-of-a-kind setting. Members are welcome to bring a guest, but advanced registration is required. We can’t wait to see you there!
- Venue: Louisville Zoo – 1100 Trevilian Way, Louisville, KY 40213
SIEPC Leadership
President – James “Jim” Plitz
Vice President – Joel Nierman
Treasurer – Bridget Cantrell
Secretary – Grant Meyer
Dues
Dues are $125 for the 2024-2025 fiscal year and can be mailed to:
Bridget Cantrell, CLLB Legal, 318 Pearl St., Suite 200, New Albany, IN 47150.
Please make check payable to “SIEPC”.
To access a Membership form, please click here.
Joint Membership Opportunity: If you are interested in joining both the SIEPC and the Estate Planning Council of Metro Louisville (EPCML), you can purchase a joint membership for $375 – a $50 savings!
