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 |
| July 22, 2025 |
Happy Hour & Saint Paul Saints Baseball Summer Social
Saint Paul Saints vs. Worcester Red Sox |
| September 23, 2025 |
Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients
Aram Desteian – Moderator: Casey Marshall |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 28, 2025 |
Fall Private Luncheon
sponsored by Revere Auctions |
| November 25, 2025 | Breakfast meeting |
| January 27, 2026 | Virtual Morning Meeting |
| February 24, 2026 | Virtual Morning Meeting |
| March 24, 2026 | Breakfast Meeting |
| April 28, 2026 | Breakfast Meeting |
| May 26, 2026 | Afternoon Meeting followed by Happy Hour |
| View Past Events |
