Event Calendar
| January 21, 2026 |
Tax Law Changes Panel Discuss/Presentation
William Fleming, CFP, CTFA; Jennifer, Rivett, Esq.; Kory Reynolds CPA, MST |
| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| February 18, 2026 |
Lunch & Learn - Tips to Tax-Smart Investing and Lifetime Wealth by ZOOM
Elisabeth Larson & Michael Solari - Hosts |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| 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 |
