Event Calendar
| August 13, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| August 26, 2025 |
August Social + Legislative Update
Julia Jonas, Karisch Jonas Law |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| September 23, 2025 |
September Cocktail Hour + Dinner
Adam Ludman, J.P. Morgan Private Bank |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 28, 2025 |
October Luncheon
Christian Kelso, Farrow-Gillespie Heath Wilmoth LLP |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 18, 2025 |
November Luncheon: Big Beautiful Breakup
Greg Kimmel, Allen Lottmann Kimmel PC |
| January 27, 2026 |
January Luncheon
Christine Wakeman, Winstead PC |
| February 24, 2026 |
February Luncheon: "I Prepared the Decedent’s Will"
Dr. Gerry Beyer, Texas Tech University |
| March 24, 2026 |
March Luncheon: Federal Tax Update
Sam Donaldson, Georgia State University |
| May 26, 2026 |
May Luncheon: "I (Don't) Guarantee It"
Eric Reis, UNT Dallas |
| View Past Events |
