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 |
August 12, 2025 | Board Meeting |
September 10, 2025 |
The Pros and Cons of Annuities
Don Miksch and Dave Kucharski |
October 14, 2025 | Board Meeting |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
October 24, 2025 | Continuing Education Session |
November 12, 2025 |
Cybersecurity Law
Ryan Robinson and Gabrielle Hartstein of Dinsmore & Shohl |
December 3, 2025 | Board Meeting |
View Past Events |