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 11, 2025 |
One Big Beautiful Bill Act of 2025
Tricia Buhrfiend, Kevin Zanni, Andrew Lopez |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 20, 2025 |
Estate Planning Considerations - Digital Assets
Facilitated by: Don Degen, CFP |
| January 15, 2026 |
2026 Economic & Market Forecast
Facilitated By: Michael Holevas, CFA |
| March 19, 2026 |
Family Business Transition
Facilitated by: Tim Sullivan CLU, ChFC, AEP |
| May 7, 2026 |
Social Luncheon - Elgin Country Club/ Annual Meeting
TBD |
| View Past Events |
