Event Calendar
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs
Paul R. Greenwood, JD, LL.B. |
| November 19, 2025 |
The Economy - What the Leading Indicators Are Saying About 2026
Lauren Saidel-Baker |
| December 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by John A. Warnick, JD, AEP® (Distinguished)
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 |
