Event Calendar
October 16, 2025 |
Fall Social
Speed Networking Event |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
October 20, 2025 |
Navigating Business Valuations – What Estate Planners Must Know
Thomas C. Insalaco, CFA, ASA |
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 |
Estate Planning with Female Clients
Panel Presentation |
December 15, 2025 |
Open Lunch Discussion with Charity Drive
Open Group Discussion-Bring a Case to Share and Discuss |
January 26, 2026 |
Tax Update
CRI |
March 23, 2026 |
Insurance in Estate Planning
Local Professionals Panel Presentation |
April 20, 2026 |
Community Property Tax
TBD |
View Past Events |