Event Calendar

September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: One Big Beautiful Bill, One Big Estate Planning Reboot presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
September 17, 2025 A Capital Markets and Economic Outlook for 2025 and Beyond
Heather L. Kidde, CFA; Senior Vice President, Senior Wealth Manager/Portfolio Manager; BNY Mellon Wealth Management
October 15, 2025 October event (Breakfast meeting - Time TBD)
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 12, 2025 November event (Time TBD)
TBD
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
February 18, 2026 Heckerling 2026 Review and Deep Dive (Time TBD)
Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M
March 18, 2026 March event (Time TBD)
TBD
May 13, 2026 May event (Breakfast or Lunch - TBD)
TBD
June 17, 2026 June Event - Special Year End Tax and Estate Planning (Breakfast or Lunch - TBD)
TBD
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