Event Calendar
| September 23, 2025 |
Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients
Aram Desteian | Dena DeGroat, CLTC®, FIC | Christopher Smith CFP®, CLTC® | Kyle Playford, CFP®, CEPA | Nate Danielson, CTFA – Moderator: Natalie A Roberts, J.D., LL.M. in Taxation |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 28, 2025 |
Fall Private Luncheon at Pizza Lucé - Eden Prairie sponsored by Revere Auctions
sponsored by Revere Auctions |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 20, 2025 |
Breakfast meeting: One Big Beautiful Bill
Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS |
| January 27, 2026 | Virtual Morning Meeting |
| February 12, 2026 | Networking Social "Connect Over Cocktails" Happy Hour |
| February 24, 2026 | Virtual Morning Meeting |
| March 24, 2026 | Breakfast Meeting |
| April 28, 2026 | Breakfast Meeting |
| May 26, 2026 | Networking Social "Connect Over Cocktails" Happy Hour |
| View Past Events |
