| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: One Big Beautiful Bill, One Big Estate Planning Reboot 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 | Dena DeGroat, CLTC®, FIC | Christopher Smith CFP®, CLTC® | Kyle Playford, CFP®, CEPA – Moderator: Natalie A Roberts, J.D., LL.M. in Taxation |
| 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 20, 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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