Event Calendar

July 22, 2025 Happy Hour & Saint Paul Saints Baseball Summer Social
Saint Paul Saints vs. Worcester Red Sox
August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
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 Annual
NAEPC 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 25, 2025 Breakfast meeting: Tax Update with Greg Carlson
Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
January 27, 2026 Virtual Morning Meeting
February 12, 2026 "Connect Over Cocktails" Happy Hour
February 24, 2026 Virtual Morning Meeting
March 24, 2026 Breakfast Meeting
April 28, 2026 Breakfast Meeting
May 26, 2026 "Connect Over Cocktails" Happy Hour
View Past Events