DuPage Estate Planning Council upcoming events

A Powerful Win-Win-Win: How Strategic Philanthropy Can Benefit You, Your Clients, and Our Community (October 07, 2026)

Wed, 07 Oct 2026 12:15:00 GMT

A Powerful Win-Win-Win: How Strategic Philanthropy Can Benefit You, Your Clients, and Our Community

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

Presented by:

John Campbell, JD, CLU, CEPA, Natalie Knight, CFRE,

Barb Szczepaniak and Michael Trench

Strategic philanthropy offers intrinsic benefits for your clients: reducing their tax burden and fulfilling their personal values. Benefits exist for professional advisors as well, as guiding these strategies builds client trust and opens doors to managing extended family wealth. Expert philanthropic advisors from DuPage Foundation and Calamos Wealth Management will share the top 10 strategies professional advisors should know to make charitable giving easy, effective, and rewarding. We’ll also highlight some of our community’s most pressing needs, along with techniques that can maximize both local impact and tax benefits for your clients.

7:15 a.m. Full breakfast buffet

7:45 a.m. Welcome and announcements

8:00 - 9:00 a.m.

Thank you to our Breakfast sponsor!

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Estate Tax - Illinois vs. Federal (November 04, 2026)

Wed, 04 Nov 2026 13:15:00 GMT

Estate Tax - Illinois vs. Federal

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Member Appreciation Event - Trivia Night (November 18, 2026)

Wed, 18 Nov 2026 23:00:00 GMT

Economic Update (December 02, 2026)

Wed, 02 Dec 2026 13:15:00 GMT

Economic Update

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Generation-Skipping Transfer Tax (February 03, 2027)

Wed, 03 Feb 2027 13:15:00 GMT

Generation-Skipping Transfer Tax

Ashley Case

Tiffany & Bosco, PA

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Wills and Trust Disputes (April 07, 2027)

Wed, 07 Apr 2027 12:15:00 GMT

Wills and Trust Disputes

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.