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• Buy-sell Planning After the Connelly Case Decision

  • When
    March 05, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Buy-sell Planning After
  the Connelly Case Decision

  Daniel Finn, JD, CLU, CFP
  Principal Financial Group

  1.0 CLE general credit and 1.0 CFP CE approved | CPA CPE certificates provided 

  Thank you to our Sponsor: 

  
  

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

  Dan Finn is a 1994 graduate of the University of Wisconsin law school.  He has over 25 years of experience helping clients and their advisors in the realms of business, estate, and retirement planning.  Dan spent 25 years with Northwestern Mutual, where he consulted with advisors, delivered presentations, and wrote multiple articles (including for national publications “CPA Journal” and “Estate Planning” magazine).  He was senior director in NM’s advanced planning area, and for 3 years had been the director of their trust services department.  In late 2023, Dan joined Principal’s Business and Advanced Solutions division, where he assists financial professionals and their clients with buy-sell agreements, nonqualified deferred compensation plans, and related business topics.  In addition to his law degree, Dan holds a CLU and CFP designation.  He is married and has 2 daughters.

  MCLE PCAM: 636616
  CFP Program: 334003

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

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• Legal Capacity: Is it Too Late to Create an Estate Plan for Your Client with Dementia?

  • When
    April 02, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Legal Capacity: 
  Is it Too Late to Create an Estate Plan for Your Client with Dementia?

  Karen Mills & Randall Summerville, PsyD

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

  Thank you to our Sponsor: 
  
  

  
  

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

  

  Karen R. Mills focuses her practice on estate planning, probate administration, guardianships and probate litigation. Karen currently serves on the Northwestern Memorial Foundation Board of Directors. For over a decade now, she has been an active member of the DuPage County Adult Protective Services Abuse and Neglect Program Multidisciplinary Team. She frequently writes and speaks on estate planning, probate, guardianship and related topics.

  An active member of the DuPage County Bar Association, Karen currently serves as President (2024-2025). Karen is active in the community and was named in 2023 by the Public Interest Law Initiative to its Pro Bono Volunteer Honor Roll.

  
  

  Dr. Randy Summerville completed his Doctorate in Psychology at Illinois School of Professional Psychology. Prior to being a licensed psychologist, he spent four years as a behavior modification specialist and acted as consulting clinical director for three of those years for the intellectually challenged population. 

  Currently, Dr. Summerville focuses his practice on neuropsychological and psychological assessment on an inpatient and outpatient basis where he examines neurocognitive and neurobehavioral functioning of patients with various neurological and neuropsychiatric disorders. He is on staff at eight area hospitals and over a dozen skilled nursing and assisted living facilities. He completed his fellowship in neuropsychology with a focus on pediatrics and advanced geriatrics.

  Dr. Summerville has a long history of speaking engagements, including a cable TV series. When not in the office or consulting at facilities, Dr. Summerville enjoys racing at Road America, traveling, and spending time outdoors with his dog, Gracie.

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

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• Wealth Transfer Strategies

  • When
    May 07, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Wealth Transfer Strategies
  Raymond C. Odom
  

  Northern Trust

  Thank you to our Sponsor:
  

  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.  

  Show details
• Member Appreciation Event

  • When
    May 21, 2025
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    5 registrants

  Register

  Member Appreciation Event
  

  A Social Gathering with Cocktails, Appetizers
  and 4th Annual Cornhole Challenge

  Thank you to our Special Event Sponsors:

   
  

  For Members and Their Invited Guests
  Wednesday, May 21, 2025 from 4:30-7:30pm
  Business casual attire with lawn-friendly footwear!
  Butterfield Country Club in "The Lodge"

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• Fiduciary Income Tax Preparation & Annual Meeting

  • When
    June 04, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Fiduciary Income Tax Preparation 

  Christian Klaas, CPA, MST
  Friedman+Huey

  Annual Membership Meeting

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 
  Thank you to our sponsor: 
  
  

  
  

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

  
  

  Christian “Chris” Klass joined Friedman+Huey in 2004, having started as an intern. Chris specializes in fiduciary, estate, and individual income taxation, and is responsible for servicing many of our firm’s high net worth families. He also leads the firmwide education initiative.

  Chris is a member of the AICPA, IL CPA Society (serving on both the Individual Taxation Committee as well as the Estate, Gift & Trust Tax Committee) and Chicago Estate Planning Council (CEPC). In his free time, he teaches tax and accounting courses at Purdue University Northwest. Chris authored a course on the taxation of decedents, estates, and trusts, and speaks frequently on these topics. He also serves on Thomson Reuters GoSystem Tax Customer Advisory Board, advising on their nationally ranked tax software.

  A culinary explorer, outside of tax season you will likely find Chris in the kitchen or at the grill experimenting with new flavors and spices. Between his wife, twin daughters (whom he refers to as “the crowd”), and two energetic Weimaraner dogs there’s never a dull moment in his house. Chris has a laundry list of hobbies, but most enjoys amateur woodworking in his garage and vacationing with family and friends.

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

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