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 |
| September 3, 2025 | Wine Down Wednesday |
| September 25, 2025 |
Membership Meeting: Wealth Planning
David Torre, J.D., CFP, AEP, CEPA, CAP |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 6, 2025 |
Annual Meeting
TBD |
| View Past Events |
