| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 21, 2025 |
Lunch & Learn: The One Big Beautiful Bill Act: What’s Changed for Individuals and Business Owners.
Amber Waldman & Karen Fitzpatrick |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 13, 2025 |
Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques
TBD |
| December 9, 2025 |
Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief
Chris Dale |
| January 15, 2026 |
Dinner Meeting: TBD
TBD |
| February 10, 2026 |
Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul |
| March 12, 2026 |
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer |
| April 7, 2026 |
Lunch & Learn: The Role of Artificial Intelligence and Technology in Estate Planning
Greer P. |
| September 10, 2026 |
Dinner Meeting: TBD
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