Event Calendar

October 16, 2025 At the Intersection of College Planning and Estate Planning
Brad Baldridge (Baldridge College Solutions)
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC 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 and Long-Term Planning for Incapacity and Special Needs
Mark Johnson (Johnson Teigen Attorneys at Law)
January 15, 2026 Tax Planning as a Result of the One Big Beautiful Bill Act
Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.)
February 19, 2026 Heckerling Institute on Estate Planning - 2026 Update
Catherine M. Priebe (Certus Legal Group, Ltd.)
March 19, 2026 What Investment Advisors Need to Know About Trust Investing/Disputes
Jason Kohout and Abbey Magnuson (Foley & Lardner LLP)
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