Southern Indiana Estate Planning Council

The Southern Indiana Estate Planning Council exists to provide area advisors educational and networking opportunities that help better serve our clients and community. For more information about the SIEPC please contact president, Phillip Beaman.

Next Meeting – October 8, 2019

Speaker: Linda s. Speed, J.D., Community Foundation of Southern Indiana

Topic: Community Foundation Update

Location: 12:00 – 1:00 pm at the E-Payroll Resource Group building, located at the corner of Elm and 4^th Street in downtown New Albany.

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Meeting Dates

All meetings happen between 12:00 – 1:00 and are located at the E-Payroll Resource Group LLC building, located at the corner of Elm and 4^th Street in downtown New Albany.  There is on-street parking and a nearby lot for parking and you may enter the building from 4^th street.

• October 8, 2019 – Linda Speed, Community Foundation Update
• November 12, 2019 – Bob Mueller
• December 10, 2019 – Rich Robinson, Tax Law Update
• January 14, 2020 – Matt Ricke, Changes in the Insurance Marketplace – Long Term Care Insurance
• February 11, 2020 – TBD, Estate Administration, Planning Involving Farms
• March 10, 2020 – Phillip Beaman, Estate Planning for Retirement Accounts
• April 14, 2020 – Justin Endres, Electronic Wills/Signatures/Other Miscellaneous Updates
• May 12, 2020 – Judge J. Terrence Cody, Indiana Law Update

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SIEPC Leadership

President – Phillip Beaman
Vice President – Justin Endres
Treasurer/Secretary – John Cento

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Dues

Dues are $100 for the 2019-2020 fiscal year. Dues can be mailed to Justin Endres at Young, Lind, Endres & Kraft, 126 W. Spring Street, New Albany, IN 47150.

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