Event Calendar
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs
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) |
| December 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by John A. Warnick, JD, AEP® (Distinguished)
John A. Warnick, JD, AEP® (Distinguished) |
| 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) |
| View Past Events |
