We look forward to seeing everyone at the annual Indiana ACTEC Fellows dinner. This year, dinner will be at Ruth’s Chris on Thursday June 6th, 2024; following the first day of the 51st Annual Midwest Estate Tax and Business Planning Institute. This dinner is being generously sponsored by The National Bank Of Indianapolis. A formal […]

WA Fellows have the option to attend virtually or in person. In person attendance includes breakfast and lunch and will take place in the Worthy Room. Please see the agenda below.

LOCATION CHANGE: The Pool and Yacht Club is closed temporarily due to flooding on the Mississippi. The dinner will now be held at the at the Lexington in St. Paul. Address: 1096 Grand Avenue, St. Paul, MN 55105. Thank you to our sponsors Capital First Trust Company and Bernstein.

Please join us at Fig & Olive on Tuesday, June 11, for a Fellows and friends reception. Meet other Fellows, learn about ACTEC and make new friends. We hope to see you there! Please RSVP by emailing Texas Chair Lora Davis. lora@davisstephenson.com

Please join us in welcoming our newest Fellow, Jenny Smith. Invitations have been sent via paperless post. Bessemer Trust Company of Delaware, N.A. is pleased to sponsor this event.

The Texas June Dinner will be held at the 51fifteen Cuisine & Cocktails restaurant. Thanks to our sponsor, Frost Bank.

Topic: Pennsylvania ACTEC Fellows Virtual Meeting Time: Jun 24, 2024 12:00 PM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/85472274205?pwd=3IS9Jos7TwvmtiaZpPO639MAnsDGu0.1 Meeting ID: 854 7227 4205 Passcode: ACTECPA

We are planning on a lunch in Greenville on Monday, June 24, 2024. Please consider joining us in Greenville for an opportunity to catch-up, and let John Jolley at jjolley@jolleylawgroup.com know if you will be joining.

Palm Beach, Florida