Event Calendar

August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
August 20, 2025 Transition by Design – Successful Succession of the Family Business and Wealth
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP® (Distinguished), TEP
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 TBD
TBD
October 15, 2025 TBD
TBD
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 TBD
TBD
January 21, 2026 TBD
TBD
June 2, 2026 Annual Golf Tournament (DATE IS TENATIVE)
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