Event Calendar
| January 16, 2025 |
Dinner Meeting: The Secure (“Setting Every Community Up for Retirement Enhancement” OR “Sending Everyone Cowering Under Expectations") Act and Other Recent Developments in Estate Planning for Retirement Assets
Robert K. Kirkland |
| February 4, 2025 |
Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA |
| March 13, 2025 |
Dinner Meeting: Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
| April 1, 2025 |
Lunch & Learn: The ART of Planning
Christina Miner |
| April 24, 2025 |
Year-End Annual Meeting
St. Johns Rivership Co |
| September 11, 2025 |
Dinner Meeting: More Details To Come
Speaker To Be Announced |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
