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 18, 2025 Social Security Planning
Ruthann Driscoll (Driscoll Law LLC)
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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