Event Calendar

October 16, 2025 Fall Social
Speed Networking Event
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC 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