Event Calendar

September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: One Big Beautiful Bill, One Big Estate Planning Reboot presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
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 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
November 19, 2025 Charitable Remainder Trusts
Kit Mac Nee
December 17, 2025 VA & ALTCS Benefits
Marcia Goodman
January 23, 2026 Estate Planner’s Day 2026
Jordon Rosen, Belfint, Lyons & Shuman, P.A; Theresa De Leon, Arden Trust; Susan T. Bart, Arentfox Schiff LLP
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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