| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| September 11, 2025 |
Opening Reception & Season Kick-off
N/A |
| October 14, 2025 |
Speaker Dinner Meeting
Beth Shapiro Kaufman, J.D. |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 28, 2025 |
Networking Breakfast
N/A |
| November 4, 2025 |
AEP Designation Lunch & Learn
N/A |
| November 14, 2025 |
All Day CE Event
Various |
| November 20, 2025 |
Pre-Dinner Meeting Member Speaker Forum
Various |
| November 20, 2025 |
Speaker Dinner Meeting
TBD |
| December 2, 2025 |
Networking Happy Hour
N/A |
| December 8, 2025 |
“Jingle & Mingle” Holiday Party
N/A |
| January 22, 2026 |
Speaker Lunch Meeting
Mark McLennon, JD, CLU, ChFC, CFP, CPA/PFS |
| February 25, 2026 |
Speaker Dinner Meeting
Justin Miller, J.D., LL.M. |
| February 25, 2026 |
Pre-Dinner Meeting Member Speaker Forum
Various |
| April 23, 2026 |
Pre-Dinner Meeting Member Speaker Forum
Various |
| April 23, 2026 |
Speaker Dinner Meeting
TBD |
|
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