Calendar of Events

We will post updates to our site as WDEPC meetings are scheduled and planned.

Upcoming Events

January meeting

Date: Tuesday, January 21, 2025, noon

Location: Bismarck Municipal Country Club, 930 N Griffin St, Bismarck

Speaker: Rick Clayburgh, President & CEO, ND Bankers Association

Topic: Federal and ND Tax Implications of the Recent Election

Click on "Complete Registration & Pay Fee" button above to register!

February meeting

Date: Tuesday, February 18, 2025

Time: Lunch served at noon, program runs until 1 pm

Location: Bismarck Municipal Country Club, 930 N Griffin St, Bismarck

Speakers:

Jason Kirchmeier, Private Wealth Advisor, Certified Financial Planner
President, Legacy Financial Partners

Joel Bird, Private Wealth Advisor, Certified Financial Planner
CEO, Legacy Financial Partners

Topic: Estate Planning

Click on "Complete Registration & Pay Fee" button above to register!

March meeting

Date: Tuesday, March 18, 2025, lunch served at noon, program to follow

Location: Bismarck Municipal Country Club, 930 N Griffin St, Bismarck

Speaker: Blaine Johnson, Crowley Fleck

Topic: Update on ND Legislature and Prognosis for Legislation That May Affect Estate Planning

Click on "Complete Registration & Pay Fee" button above to register!

No April meeting

No May meeting

June meeting

Date: Tuesday, June 10th, 2025

Lunch served at noon

Program 1-3 pm

2 hours of Continuing Education Credit Available

Location: National Energy Center of Excellence, Room 335, BSC campus

Speaker: Kit Mac Nee, CFP, CRPC, AEP

Topics:

Intelligent Withdrawals: Tax Efficiency and Maximizing the Income You Keep

Impact of Long-Term Care and Health Expenses on Legacy Preservation

Maximizing the Benefits of Charitable Giving Through Assets vs. Income

Please register by Friday, May 23rd.

Click on "Complete Registration & Pay Fee" button above to register!