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 |
| September 16, 2025 |
Planning for the 99% of Us
Jordon Rosen, CPA, MST, AEP |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 18, 2025 |
Charitable Giving: The Smartest Ways to Donate to your Church or Organization
Tammy A. Weber, Esquire, CELA |
| View Past Events |
