Events Calendar
| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| July 23, 2025 | Summer Social |
| September 9, 2025 |
Insurance and Estate Planning
Spencer Fugita and Keith Fisher |
| October 14, 2025 |
Special Needs Trusts
Rob Wrubel |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 11, 2025 |
Will Contests
Neil DeVoogd |
| January 13, 2026 |
TBD
TBD |
| February 10, 2026 |
Real Estate/1031sw
Mike Cook and Buddy Newton |
| March 10, 2026 |
TBD
Ethan Rector and Ryan Taylor |
| May 12, 2026 |
Complex Charitable Planning - Annual Meeting
Rick von Gnechten and Jeff Jensen |
| View Past Events |
