Event Calendar

July 9, 2025
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre
August 1, 2025 SAEPC Summer Session II ‘Til Divorce Do Us Part: Essentials for the Intersection of Estate Planning and Family Law
Kaytlyn Yrun-Duffy, Julia Miessner and Shannon M. Derksen
September 17, 2025 Post Mortem Estate Tax Planning
Ashley Case
October 15, 2025 Tips from Cyber-Crime Expert
Mark Seiden
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 19, 2025 Charitable Remainder Trusts
Kit Mac Nee
December 17, 2025 VA & ALTCS Benefits
Marcia Goodman
February 18, 2026 Executive Benefits
Kathleen Bilderback
March 18, 2026 Tax Advantaged Business Sales Strategies
Tiffany House
April 22, 2026 Fixing Old Trusts
Dane Dehler
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