Event Calendar
July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
August 4, 2025 | Quarterly Board Meeting |
September 18, 2025 | Monthly Meeting - Updates Life Insurance as a Estate Planning tool |
October 16, 2025 | Monthly Meeting- International Tax update |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
November 3, 2025 | Quarterly Board Meeting |
View Past Events |