Event Calendar

November 19, 2025 The Economy - What the Leading Indicators Are Saying About 2026
Lauren Saidel-Baker
December 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Honoring the Past, Empowering the Future: Creating and Using Traditions to Strengthen Family Engagement
John A. Warnick, JD, AEP® (Distinguished)
January 21, 2026 Tax Law Changes Panel Discuss/Presentation
William Fleming, CFP, CTFA; Jennifer, Rivett, Esq.; Kory Reynolds CPA, MST
February 18, 2026 Lunch & Learn - Tips to Tax-Smart Investing and Lifetime Wealth by ZOOM
Elizabeth Larson & Michael Solari - Hosts
March 18, 2026 Valuations - What You Need to Know and Things to Consider
Audra Moncur, CPA/ABV
May 20, 2026 Navigating International Estate Planning Issues
Ruth Mattson, Esq.
View Past Events