Past Events

November 18, 2025 RGVEPC October Meeting: First-Party Special Needs Trusts in Texas
Carol Bertsch, Attorney at Law
October 21, 2025 RGVEPC October Meeting: Robert’s Story, A Case Study on Robert East’s Estate
Francisco Guajardo, CEO of The Museum of South Texas History
September 9, 2025 RGVEPC September Meeting: Analyzing the Past, Shaping the Future: A Data-Driven Approach to Probate Litigation.
James W. Carter, Partner & Sarah Maldonado, Partner, JW Carter Law
May 27, 2025 RGVEPC: A View From the Bench with Judge Sheila Garcia Bence & End of the Year Meeting
Judge Sheila Garcia Bence, Probate Judge
April 22, 2025 RGVEPC April Meeting: Inherited IRAs after the SECURE Acts
Greg Turley, Attorney at Law
March 18, 2025 RGVEPC March Meeting - Tax Update
Mariela Ruiz, CPA
February 11, 2025 RGVEPC February Meeting - Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
January 14, 2025 RGVEPC January Meeting - Choosing the Right Deed: A Comparison of Lady Bird and Transfer on Death Deeds
Aurelio Garza
December 10, 2024 RGVEPC December Holiday Gathering
November 12, 2024 RGVEPC November Meeting - Veteran Affair Updates on Maximizing Benefits including End of Life Planning and Legacy Planning
Tres Soldados
October 8, 2024 RGVEPC October Meeting - "The Election... Washington Policy Update and Planning Considerations"
Jason Keller, Senior Wealth Planning
September 10, 2024 RGVEPC September Meeting - Building a Legacy Through Strategic Giving
Eugenio Longoria Saenz, Director of Development
May 14, 2024 RGVEPC: End of the Year 2023-2024 Meeting
Judge JoAnne Garcia, Probate Judge
April 16, 2024 RGVEPC April Meeting: Behavioral Finance
Kit Mac Nee, CFP® CRPC®QPFC®
March 19, 2024 RGVEPC March Meeting: Second Amendment and Estate Planning
Greg Turley, Attorney at Law
February 13, 2024 RGVEPC February Meeting: Federal Reserve Bank of Dallas
Dr. Luis Torres, Federal Reserve Bank of Dallas
January 9, 2024 RGVEPC January Meeting: Social Security and Medicare Updates
Tom Clark - Social Security Speaker and Consultant
December 12, 2023 RGVEPC December Holiday Party
November 14, 2023 RGVEPC November Meeting: Elder Law and Special Needs Planning Overview
Julie Ezell Perez, Ezell & Ezell, P.L.L.C.
October 10, 2023 RGVEPC October Meeting: Alzheimer's Association **New Location**
Patricia Villasenor-Sandell & Maxine Vieyra
September 12, 2023 RGVEPC September Meeting: How Families are Deploying Nonprofit Capital Differently
Ashley Franks - VP, Portfolio Strategist & Emily Schreiber - VP, Senior Regional Philanthropy Advisor
September 5, 2023 RGVEPC 2023 - 2024 Council Year Kick-Off and Membership Networking Mixer
May 16, 2023 RGVEPC End of Year May Meeting: Oil & Gas Valuation for Estate & Gift Reporting
C, P.
April 18, 2023 RGVEPC April Meeting: Business Value Acceleration for Exit Planning
David Armstrong, CPA & CEPA
March 21, 2023 RGVEPC March Meeting: Social Security, Medicare and Medicaid Policies and Practices
Tom Clark: Social Security Speaker and Consultant Retired from the Social Security Administration
February 21, 2023 RGVEPC February Meeting: Texas Economic Update
Dr. Luis Torres, Senior Business Economist
January 17, 2023 Invoice For January Meeting
January 2023
January 10, 2023 RGVEPC January Meeting: Recent Developments in Estate and Gift Tax
Kyle C. Martin Supervisory Attorney (Estate Tax) Internal Revenue Serice
December 13, 2022 RGVEPC December Holiday Party
November 8, 2022 RGVEPC November Meeting: Why Alternatives Now?
Brad Seberhagen, First Trust
October 11, 2022 RGVEPC October Meeting: End of Life Planning
John M. Kreidler, CFSP
September 13, 2022 RGVEPC September Meeting: Dementia: Past, Present, and Future
Dr. Tommy Yee, MD, Neurology Specialist
June 14, 2022 RGVEPC: Economic Perspectives for Texas
Dr. Luis Torres, Federal Reserve Bank of Dallas
May 10, 2022 RGVEPC May Meeting: Social Security, Medicare and Medicaid Policies and Practices
Tom Clark: Social Security Speaker and Consultant Retired from the Social Security Administration
April 19, 2022 RGVEPC April Meeting: Basics of Estate Planning for Non-Lawyers
Mark Walker, Walker Legal, PLLC
March 22, 2022 RGVEPC March Meeting - Cryptocurrencies: What Investors Should Know
Daniel Brady, Senior Vice President, Chief Investment Strategist, PNC Bank
December 14, 2021 RGVEPC Estate Planning Council Holiday Mixer
November 16, 2021 RGVEPC November Meeting: Cross-Border Business and Estate Planning Considerations
Marissa Sandoval Rodriguez, Partner and Patricio Belden Saro, Senior Associate with Cacheaux, Cavazos & Newton, L.L.P
October 19, 2021 RGVEPC: October Meeting "Interesting Gifts to the Museum of South Texas History"
Francisco Guajardo, CEO for MOSTHistory
September 21, 2021 RGVEPC: September Meeting "A View From The Bench"
Judge JoAnne Garcia, Hidalgo County Probate Court
August 31, 2021 RGVEPC: 2021-2022 Networking Membership Mixer
May 11, 2021 RGVEPC: EOY Meeting, Presentation: Economic Perspective and Outlook on the Economy, and Dinner
Andrew Opdyke, CFA and Senior Economist with First Trust
April 20, 2021 RGVEPC April Meeting/Webinar: The Future Client and the Future Advisor
George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
March 23, 2021 RGVEPC March Meeting: Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here?
Timothy S. Reiniger, Esq.
March 2, 2021 RGVEPC February Meeting: Post-Election Estate Planning: The Tsunami Continues to Roll In
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
January 12, 2021 RGVEPC January Meeting: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
March 3, 2020 RGVEPC March Meeting: The 3 Bucket Method for Asset Protection
Joseph Michael Dickerson
February 4, 2020 RGVEPC February Meeting: A View From the Bench
Judge Sheila Garcia Bence, Cameron County at Law No. 4
January 7, 2020 RGVEPC January Meeting: 2020 Census. Shape your future.
Benito (Ben) Sanchez
December 16, 2019 RGV Estate Planning Council Holiday Mixer
November 5, 2019 RGVEPC November Meeting: Millennials, and Gen Z: Who are They and What are They Thinking?
Adam Tabak
October 1, 2019 RGVEPC: October Meeting - The Keys to Successfully Selling a Business
David Girault
September 3, 2019 RGVEPC: The Future of Healthcare in the Rio Grande Valley
Simon Cardenas
August 20, 2019 RGVEPC: Council Year Kick Off & Membership Networking Mixer
May 21, 2019 RGV Estate Planning Council: EOY Dinner & Meeting
April 2, 2019 RGVEPC April Meeting: Section 1031 Like-Kind Exchanges and Tax Reform
Greg Lehrmann and Cindy Pham
March 5, 2019 RGVEPC March Meeting: Cyber Security and the Dark Web
Omar Rodriguez
February 5, 2019 RGVEPC February Meeting: Prepare for a Healthier Future, Long-Term Care Planning
Josh Pridham, Regional Marketing Director, Lincoln Financial Distributors
January 8, 2019 RGVEPC January Meeting: Update on the Market, Interest Rates, and Trade
Chris Bush
December 4, 2018 RGVEPC Holiday Celebration at Waterford Gardens
Hostess: Lucille Cavazos
November 6, 2018 RGVEPC November Meeting: Tax Reform - Impact on Individuals and Small Business
Rebecca M. Garcia, CPA
October 2, 2018 RGVEPC October Meeting: Oil & Gas Property Evaluations
Keith B. Masters
September 4, 2018 RGVEPC September Meeting
Dr. Tommy Yee
August 14, 2018 RGVEPC Membership Networking Mixer
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