| August 13, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| September 9, 2025 |
Luncheon: Fall 2025 Washington Legislative and Regulatory Update sponsored by Stout
Matthew F. Kadish |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| October 14, 2025 |
Luncheon: National Economic Outlook / Current Economic Policy Issues
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 11, 2025 |
Luncheon: 5 Chapters in the Book I’m Never Going to Write
Lawrence H. Hatch |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| December 3, 2025 |
December East Side Breakfast: Topic TBD
TBD |
| January 13, 2026 |
January Luncheon: Topic TBD
TBD |
| February 10, 2026 |
Luncheon: Updates from the 2026 Heckerling Institute sponsored by Zinner & Co.
TBD |
| March 10, 2026 |
March Luncheon: Topic TBD
TBD |
| April 22, 2026 |
Independence Breakfast: Managing Fiduciary Implications of Life Insurance
Allen Hensley |
|
View Past Events
|
