Event Calendar

August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
August 28, 2025 Welcome Back Happy Hour
September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar 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
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
View Past Events