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 20, 2025 |
Wine Down Wednesday
Sponsored by CNR Insurance |
| September 4, 2025 |
AAEPC Education Event: Implications of the New Tax Bill on Estate Planning
Sponsored by HeimLantz CPAs and Advisors |
| October 15, 2025 |
Wine Down Wednesday
Sponsored by Gordon Feinblatt, LLC |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 6, 2025 | AAEPC Education Event: Collaborative Case Study |
| November 12, 2025 |
AAEPC Luncheon: Monetary Masala—Economic Insights with Anirban Basu
Anirban Basu is the Chairman & CEO of Sage Policy Group, Inc. |
| View Past Events |
