Event Calendar
| January 20, 2026 |
CRTs as IRA Stretch
Helen Cheng |
| 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 17, 2026 |
Dealing with Promissory Notes
Jonathan Lurie |
| March 17, 2026 |
Wealth Transfer Advisor's Guide to the AI Universe and its Many Use
Joe Baratta |
| April 21, 2026 | Spring Mixer |
| View Past Events |
