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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 – Tuesday, Jan. 14
Speaker: Grant Meyer (Northwestern Mutual)
Topic: Social Security: When to Elect and Why?
Location: 11:45 – 1:00 pm in the second-floor Board Room at the 4100 Charlestown Road building, located just off of Interstate 265 in New Albany
Meeting Dates
All 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 Mutual
- Topics: Social Security: When to Elect and Why?
- February 11, 2025 – Kelli Brown, Goldberg Simpson
- Topic: Pet Trusts
- NEW DATE: Wednesday, March 12, 2025 – Katelyn Matusik, Bonhams
- Topic: Personal Property Valuation
- Venue: Indiana University Southeast – more details to come…
- April 8, 2025 – Judge J. Terrence Cody
- Topic: Estate and Probate Updates
- May 15, 2025 – Joint Advisor Happy Hour with EPCML
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!
