Events Calendar
| August 13, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| September 9, 2025 |
Insurance and Estate Planning
Spencer Fugita and Keith Fisher |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| 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 |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| January 13, 2026 |
Collaboration Between Advisor Teams
Steve Marken, Esq |
| February 10, 2026 |
Real Estate/1031sw
Mike Cook and Buddy Newton |
| March 10, 2026 |
Ethan Rector and Ryan Taylor - Topic - TBD
Ethan Rector and Ryan Taylor |
| May 12, 2026 |
Complex Charitable Planning - Annual Meeting
Rick von Gnechten and Jeff Jensen |
| View Past Events |
