Event Calendar
| September 2, 2025 |
401(k)s and Upcoming Secure Act Provisions
Bill Cartwright |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| October 7, 2025 |
Unpacking One Big Beautiful Bill
Shane Jager, CPA |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 4, 2025 |
Business Valuations
Matthew Kelderman, CPA |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| January 6, 2026 |
Special Needs Trusts
Robert Stewart |
| February 3, 2026 |
AI in Marketing
Beth Trejo, Chatterkick CEO |
| View Past Events |
