Live Continuing Education Events

Title: STL Practicing Scholars Series: Fiduciaries

Host: Estate Planning Council of St. Louis

Date: March 20, 2023

Time: 12:00 - 1:15 p.m.

Location: MAC405 Washington Avenue St. Louis, MO 63102

CE: CTFA, CLE, CPE, CFP, MO L&H Insurance


  • Member in-person: $35.00
  • Guest in-person: $55.00
  • Member Zoom: $25.00
  • Guest Zoom: $45.00

Register: Click here

Speakers: Jack Challis, J.D. (Midwest Trust); Carolyn Ohlsen, J.D. (Lowenhaupt & Chasnoff); Samir Tayob, J.D. (Bank of America) - Moderator: Michael Foster, CTFA, AEP (Commerce Trust) - MAC

Description:  This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.

Upon completion of this course, you should be able to:

  • Understand the qualifications needed by a Trustee and how to facilitate success in beginning a trust administration;
  • Understand areas in which trusts experience challenges and how to manage the factors that contribute to those challenges; and
  • Recognize methods of resolving problem trusts using traditional and modern statutory methods.


Title: 2023 Washington DC Outlook

Host: FPA of Greater St. Louis

Date: April 6, 2023

Time: 3:30 - 5:30 p.m.

Location: Virtual Only (link sent prior to meeting)

CE:  2 Hours of CFP Pending


  • $30 FPA Members
  • $50 Non-FPA Members

Register: Click here

Speaker: Stu Sweet & Ryan Issaakanien

Description: A discussion of the debt ceiling debate, the 2024 election and the investment implications of government action or inaction.