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 22, 2025 |
Update: Long -term Care/Hybrid Coverage
Brant Steck BUI |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 27, 2025 |
Charitable Planning
Lawrence Katzenstein |
| 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 |
| May 15, 2026 |
Top 30 Best Practice Tips when Advising Families with Special Needs Beneficiaries
Kristen Lewis |
| View Past Events |
