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 |
| 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 AnnualNAEPC 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 |
| View Past Events |
