Event Calendar
| 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 15, 2026 | Through the Looking Glass Symposium XXII |
| 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) |
| March 18, 2026 |
Risk Mitigation for The Successor Trustee
Josh Yager, Esq., CFP, ChFC, CLU |
| May 20, 2026 |
Property Tax Planning
Michael Kelly |
| July 15, 2026 |
Lifetime and Estate Planning for Disposition of Fine Art, Jewelry and Valuable Collectibles
Michael Heumann |
| September 17, 2026 |
Estate Planning for Crypto Currency
Kevin Jackson |
| November 11, 2026 | Charitable Planning Panel |
| View Past Events |
