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 |
| July 16, 2025 |
In-person Webinar: Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| August 20, 2025 | WMEPC Summer Social 2025 |
| October 8, 2025 |
SAVE THE DATE: TCJA Year-End Update
Griffin H. Bridgers |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| December 2, 2025 |
SAVE THE DATE: Behavioral Finance with Kit Mac Nee, CFP®, CRPC®, QPFC
Kit Mac Nee, CFP®, CRPC®, QPFC |
| View Past Events |
