Past Events

October 16, 2025 Leadership Board Meeting
September 9, 2025 Council Meeting - Making Medicare Work for You
Chris Tassone
August 12, 2025 Board Meeting
June 12, 2025 Board Meeting
May 20, 2025 Council Meeting - 529 Plans and Markets Update
April 10, 2025 Board Meeting
March 11, 2025 Council Meeting - "Transforming Elder Care: The Case for Life Care Planning in Elder Law and Estate Planning"
February 13, 2025 Board Meeting
January 28, 2025 Council Meeting
December 12, 2024 Board Meeting
November 12, 2024 Council Meeting - Holiday Celebration
Bring a Toy!
October 10, 2024 Board Meeting
September 10, 2024 Council Meeting - IRS Magnets in Estate and Gift Business Appraisals
Bruce C. Wood, Partner, BW Arpeggio, LLC
May 8, 2024 Council Meeting - JP Morgan Guide to Markets
Chris Cruise, CIMA, Executive Director, J.P. Morgan Asset Management
April 11, 2024 Board Meeting
March 12, 2024 Council Meeting - Peak 65 The New Paradigm, from Accumulation to Distribution
Paul Donohue, Housing Wealth Expert with Mutual of Omaha Mortgage
February 8, 2024 Board Meeting
January 23, 2024 Council Meeting - Estate Planning 2024
Alisa McCray and Aaron Nelson
December 14, 2023 Board Meeting
November 14, 2023 Council Meeting
October 12, 2023 Board Meeting
September 12, 2023 Council Meeting - Protecting Your Digital Life
Kristin Rainey and Matt Gibb, PURE Insurance
June 8, 2023 Board Meeting
May 9, 2023 Council Meeting - Columbia Future Scholar, 529 Planning
Ryan White from Columbia Threadneedle
April 25, 2023 Board Meeting
March 14, 2023 Council Meeting - The Art of Courting (and Keeping) Millennials
Jaclyn Giglio, JD
February 16, 2023 Board Meeting
January 31, 2023 Council Meeting - Estate Planning 2023 and What in the World is Going on?
John Jolley and Alisa McCray
December 8, 2022 Board Meeting
November 8, 2022 Holiday Party - Hilton Head CEFA Council Meeting
October 13, 2022 Board Meeting
September 13, 2022 Council Meeting - Alternative Retirement Plan Designs
Kelly Gardner and Tim Hollinger
August 4, 2022 Board Meeting
June 9, 2022 Board Meeting
May 10, 2022 Council Meeting - Guardianship and Conservatorship 2022 in SC
Brian Tracy and Jill Kroamer
April 14, 2022 Board Meeting
March 8, 2022 Council Meeting and CPE/CLE/CE Training - The Great Income Gap
Mike Mazzoni CLU®, LUTCF, CLTC of OneAmerica
February 10, 2022 Board Meeting
January 18, 2022 Council Meeting - 2022, Estate and Tax Law Changes.
Attorney Alisa McCray, Olivetti, McCray & Withrow LLC and Dean A. Cochenour, CPA, Carey & Company, P.A.
December 9, 2021 Board Meeting
November 9, 2021 Holiday Party
October 14, 2021 Board Meeting
September 14, 2021 Council Meeting - Cryptocurrencies and a New Asset Class
August 12, 2021 Board Meeting
July 13, 2021 Board Meeting
June 10, 2021 Board Meeting
May 11, 2021 Council Meeting/Bit Coin 101
Blair Streitenberger
April 8, 2021 Board Meeting
March 9, 2021 Council Meeting/Clients and Diminished Capacity
Brian Treacy, Alisa McCray and Chris Tassone
February 11, 2021 Board Meeting
January 26, 2021 CEFA Member Social
December 10, 2020 Board Meeting
November 10, 2020 What Estate Planning Professionals Need to know about Cybersecurity in the Era of Covid-19
October 8, 2020 Board Meeting
September 17, 2020 Council Meeting:Topic: CARES ACT DECODED
Allen Freeman, Freeman Wealth Advisors & Leslie Johnson, Senior Advisor at Micheal Thompson CPA
August 13, 2020 Board Meeting (Zoom Meeting)
July 14, 2020 No Council Meeting
June 11, 2020 Board Meeting/Zoom Meeting
June 9, 2020 COVID-19, Perspectives from the Chamber, the Foundation, and the Hospital
Jeremy Clark, Hilton Head Regional Healthcare CEO, Charlie Clark, Member of the Chamber of Commerce and Emmy Rooney, VP of Development & Donor Services of the Community Foundation of the Lowcountry
May 12, 2020 Secure Act - How Will the Changes Affect me or my Clients
Alisa McCray, Mark June and Chelsea Black
April 9, 2020 Board Meeting
March 10, 2020 Canceled
Curtis Loftis, SC Treaurer/ 529 Plans for South Carolina
February 13, 2020 Board Meeting
January 14, 2020 Speakers Event/Missy Layman/2020 Medicare, Medigap and More
Missy Layman, Partner Kinghorn Insurance
December 12, 2019 Board Meeting
November 12, 2019 Event/Holiday Meeting
October 10, 2019 Board Meeting
September 10, 2019 Council Meeting/The 2018 Tax Law: Aftershocks & Lessons
Steve Miller, Mark June and John Jolley
August 8, 2019 Board Meeting
July 9, 2019 No Meeting
June 13, 2019 Board Meeting
May 14, 2019 Council Meeting
Aaron Nelson. Topic: Decanting
April 11, 2019 Board Meeting
March 12, 2019 Council Meeting
2019 and What in the World is Going on?
February 14, 2019 Board Meeting
January 8, 2019 Council Meeting
Don Schamay, Disability Income RVP
December 13, 2018 Board Meeting
November 13, 2018 Social Meeting
October 11, 2018 Board Meeting
September 6, 2018 CEFA Meeting/Hilton Head Bar Association
David Goldman, Esquire of Jacksonville, Florida
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