Event Calendar
| January 15, 2026 |
Highlights of the One Big Beautiful Bill Act
Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.) |
| January 21, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Letters of Wishes: Helpful Guidance from the Grave
Cindy Brown, JD, TEP and Kim Kamin, JD, AEP® (Distinguished) |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Economics Topic
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| February 19, 2026 |
Heckerling Institute on Estate Planning - 2026 Update
Catherine M. Priebe (Certus Legal Group, Ltd.) |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| March 19, 2026 |
What Investment Advisors Need to Know About Trust Investing/Disputes
Jason Kohout and Abbey Magnuson (Foley & Lardner LLP) |
| View Past Events |
