| August 13, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., 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 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| 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 |
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
|
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