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Providing Informed Guidance in the Creation, Conservation and Distribution of Estates
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Upcoming events

    • September 03, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Not Your Everyday Trusts:
    BDITS, BDOTS, SLANTs and INGs

    Karin Prangley - Brown Brothers Harriman & Co.
    Tiffany Carmona - JP Morgan Private Bank 

    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.  

    • October 01, 2025

    Continuing education breakfast meetings

    First Wednesday of the Month

    November 5,  December 3
    February 4, 2026 (ONLINE)
    March 4, April 1,  May 6 and June 3 


    Afternoon Networking Events

    3rd Wednesday of October, November and May
     

    Half-Day Workshop
    Friday, January 23, 2026



    • December 03, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Economic Update

    Michael Miranda, CFA
    Head of Investments, North American Private Wealth 
    BMO Wealth Management  

    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

    Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wealth Management – U.S. As head of the Investment team, Michael chairs the Personal Asset Management Committee, is a member of our Asset Allocation Committee, and is responsible for setting investment policy and strategy throughout the United States. Michael is also a member of the Wealth Management Executive Committee.

    Michael joined BMO in 2018 and brings over 20 years of experience running investment businesses, teams and portfolios to our organization. Prior to joining our firm, Michael served as Senior Managing Director and Chief Investment Officer at a large Chicago-based asset management firm, where he oversaw a team of portfolio managers, traders and research professionals in the Currency Management group.  Previously, he had served as Senior Portfolio Manager overseeing multi-billion dollar fixed income portfolios for two established global asset managers.

    Michael graduated from Northwestern University with degrees in both economics and music performance.  He earned his MBA with honors from the University of Chicago Booth School of Business. 


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

    • January 23, 2026
    • 7:30 AM - 11:45 AM

    Save the date:
    Half-Day Workshop

Past events

June 04, 2025 Demystification - A Practical Approach to Fiduciary Income Taxes
May 21, 2025 Member Appreciation Event
May 07, 2025 Planning for the Illiquid Estate
April 02, 2025 Legal Capacity: Is it Too Late to Create an Estate Plan for Your Client with Dementia?
March 05, 2025 Buy-sell Planning After the Connelly Case Decision
February 05, 2025 ONLINE: 7 Deadly Charitable Planning Sins of Professional Advisers
January 23, 2025 ONLINE: Stock-based Compensation
December 04, 2024 Economic Update
November 13, 2024 Judges Panel & Networking
November 06, 2024 Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA
October 16, 2024 Member Appreciation Night
October 02, 2024 Recent Amendments to the Illinois Power of Attorney Act
September 04, 2024 Behavioral Approach to Finance & Estate Planning
June 05, 2024 Compassion Fatigue:  Sustaining the Professional Self
May 15, 2024 Member Appreciation Event
May 01, 2024 Secrets of Enterprising Families
April 03, 2024 Alternative Investments Fundamentals
March 06, 2024 Legal Update
February 07, 2024 ONLINE: 2024 Economic Update
January 19, 2024 Estate Planning Essential Skills Workshop
December 06, 2023 Illinois Uniform Principal & Income Act
November 15, 2023 Member Appreciation Night
November 01, 2023 High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning
October 18, 2023 Judges Panel & Networking
October 04, 2023 Corporate Transparency Act
September 06, 2023 Privacy and Cyber Security: Tech and Legal Pitfalls and Tips for Your Practice and Clients
June 07, 2023 Retirement & Testamentary Planning Post Secure Act 2.0
May 17, 2023 Member Appreciation Event
May 03, 2023 Tax Residency Planning
April 05, 2023 Recent Developments in Trusts and Estates
March 01, 2023 SLATs: The Non-Marital Trust for Spouses
February 01, 2023 The Hidden Code of End-of-life Decisions (webinar)
December 07, 2022 Economic Update
November 16, 2022 Member Appreciation Night
November 02, 2022 Multi-Generational Planning for Social Impact
October 19, 2022 Judges Panel & Networking
October 05, 2022 Introduction to Pooled Special Needs Trusts
September 07, 2022 Negotiations: Stretching the Truth
June 01, 2022 Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
May 18, 2022 Member Appreciation Night
May 04, 2022 Tales from the Trenches: Avoiding Trust Litigation
April 06, 2022 Maintaining Health and Resiliency: Moving into the Future Post-Pandemic
March 02, 2022 Annuities and Life Insurance
February 03, 2022 Selling the Closely Held Business: Legal & Family Issues
December 08, 2021 End of Year Market Update
November 17, 2021 Judges Panel & Networking
November 03, 2021 Build Back Generously
October 20, 2021 Member Appreciation Night
October 06, 2021 Estate and Gift Tax Planning Considerations in Uncertain Times
September 01, 2021 In Person Strategic Networking Session
June 02, 2021 Estate Planning with Government Benefits
April 07, 2021 Estate Planning Update and Recent Developments
March 03, 2021 Cybersecurity, Fraud Updates and Digital Assets
February 24, 2021 2021 Legislation and Case Law Update

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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