Event Calendar
| January 15, 2026 |
Dinner Meeting: Using Charitable Remainder Trusts to Defer Reporting Gain from the Immediate Sale of Marketable Securities for Cash
Jerome M. Hesch |
| 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 10, 2026 |
Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul |
| March 12, 2026 |
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer |
| April 7, 2026 |
Lunch & Learn: The Role of Artificial Intelligence and Technology in Estate Planning
Greer Pressly |
| September 10, 2026 | Dinner Meeting: TBD |
| View Past Events |
