Event Calendar
| August 13, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| September 9, 2025 |
Case Studies in Current Trends - Elder Abuse in Financial Exploitation
Adrian Armstrong-Woods, DDA |
| October 14, 2025 |
Case Studies in Estate Planning
Matt Walding, Partner, Santos Walding LLP |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 21, 2025 | Members-Only Mixer |
| November 11, 2025 |
Economic and Market Update
Dr. David Stubbs, FRM, CMT |
| January 13, 2026 | Speaker Meeting |
| February 10, 2026 | Speaker Meeting |
| March 10, 2026 | Speaker Meeting |
| April 21, 2026 | Speaker Meeting |
| April 30, 2026 | Funds Due to DEPC |
| April 30, 2026 | Sponsorship Payments |
| View Past Events |
