Timothy Lewis

	ESTATE PLANNING COUNCIL OF NORTHERN NEVADA	MEMBER LOGIN
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Member Directory

Stewardly Advisors

10265 Donnay Ct.

Reno, NE 89521

Phone: 5304486076

This directory is not to be used for mass solicitation purposes.

February 25, 2025

How the AI Universe Will Affect Valuations in the Future

Joe Baratta, Senior Vice President, Head of Trusts & Estates, North America Bonhams

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March 18, 2025

EPCNN Breakfast Meeting - What is Values-Based Investing

Shaun Morgan, Director of Business Development, EverSource Advisors

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April 22, 2025

Nevada Tax and Trust Conference

Multiple Speakers

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May 22, 2025

Annual May Event - QSBS: Planning, Stacking, Tracking

Jeffrey C. Messerschmidt, CPA, Partner, Navolio & Tallman, LLP and Christopher A. Karachale, Partner, Hanson Bridgett, LLP

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