| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| September 22, 2025 |
Introduction to LTC Insurance
Brant Steck, CFP® Vice President of BUI |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 29, 2025 |
Charitable Gift Annuities – A Deep Dive (Wednesday Program)
Lawrence Katzenstein |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 17, 2025 |
Valuation
Jacob Katz UHY |
| December 8, 2025 |
Tony Nitti | National Tax Partner | EY Private
|
| January 26, 2026 |
2026 New Developments and Planning Ideas Panel
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 |
|
View Past Events
|
