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 5, 2025 |
BEWARE- New Guidelines & Forms to Buy or Sell Real Estate
Jennifer Felten, Esq. |
| October 7, 2025 |
BACK AFTER SCHOOL START UPS
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| December 2, 2025 |
OUR HOLIDAY CELEBRATION
TBD |
| View Past Events |
