| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 29, 2025 |
Recent Federal Tax Developments
Samuel A. Donaldson, JD, LLM |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 19, 2025 |
Artificial Intelligence
Scott Christianson |
| January 21, 2026 |
Final Regulations Under the Secure Act and Other Tax Rules for Trusts and Estates
Bryan Jamison, JD |
| February 18, 2026 |
I Have it Because Mom Liked Me Best – How to Help Protect Seniors from Financial Exploitation
Stuart Bear, JD |
| March 18, 2026 |
Small Business, Big Savings: Income Tax Saving Strategies for Business Owners
Thomas Pauloski, JD |
| April 30, 2026 |
Estate Planning After OBBBA: Asset Protection, Longterm Care & Income Tax Efficiency
Jeffrey Williamson, JD |
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