Events Calendar

July 23, 2025 Summer Social
August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEPĀ® (Distinguished)
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 Annual
NAEPC 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