Event Calendar
| February 17, 2026 |
Dealing with Promissory Notes
Jonathan Lurie |
| February 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Tricks and Traps of Investment Management
Randolph B. Cohen, Harvard Business School MBA Class of 1975 Senior Lecturer of Entrepreneurial Management |
| March 17, 2026 |
Wealth Transfer Advisor's Guide to the AI Universe and its Many Use
Joe Baratta |
| March 18, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - Cryptocurrency Topic
Ric Edelman, CBDA |
| April 21, 2026 | Spring Mixer |
| April 22, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD |
| June 16, 2026 |
Benefits of Living in California Besides the Weather: A Dive into Retirement Exemption Planning
Dustin Nichols |
| June 17, 2026 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer |
| View Past Events |
