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 |