| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 29, 2025 |
Goldenzweig Memorial Lecture and Luncheon | BIG PICTURE- The Rising Costs of Personal Insurance
Dana Sutton and Stuart Tauber, NFP |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 18, 2025 |
Membership Meeting | Engaging the Rising Generation in Wealth and Philanthropy
Jumi Falusi Samen, 21/64 |
| December 17, 2025 |
Webinar | Trust Planning with Beneficiary Well-Being as a Priority
Todd Flubacher, Morris, Nichols, Arsht & Tunnell LLP |
| January 21, 2026 |
Joint Council Breakfast
|
| April 28, 2026 |
Joint Council Meeting | Estate Planning with IRAs
Robert Kirkland, SandbergPhoenix |
| June 2, 2026 |
Annual Membership Meeting
|
| June 30, 2026 |
No Show Fee
|
| June 30, 2026 |
New Member Fee
|
| June 30, 2026 |
Student and Associate Membership Dues (2025-2026)
|
| October 5, 2026 |
Annual Golf Tournament
|
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