Event Calendar

December 8, 2025 Is Your Buy-Sell Agreement Up to Snuff! In person registration is closed
L. Paul Hood, Jr. JD, LL.M.
December 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Honoring the Past, Empowering the Future: Creating and Using Traditions to Strengthen Family Engagement
John A. Warnick, JD, AEP® (Distinguished)
December 11, 2025 Thank you, Holiday Party Sponsors, 12-4-25
None
January 21, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished)
January 26, 2026 2026 New Developments and Planning Ideas Panel - Extended Session
Panel
February 9, 2026 GST Planning
Brandon Ketron
March 23, 2026 TBD
TBD
April 20, 2026 Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia
May 15, 2026 Top 30 Best Practice Tips when Advising Families with Special Needs Beneficiaries
Kristen Lewis
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