| October 14, 2025 |
Luncheon: National Economic Outlook sponsored by Calfee, Halter & Griswold LLP
Brian Anderson, Regional Executive |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 12, 2025 |
Luncheon: Five Chapters from the Book I Will Never Write sponsored by Fairport Wealth
Lawrence H. Hatch |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| December 3, 2025 |
East Side Breakfast: Community Foundation Panel sponsored by Huntington Private Bank
Cynthia Andrews, Amy Jordan, and John Garofalo |
| January 13, 2026 |
Luncheon: Estate Planning with Different Generations sponsored by Sequoia Financial Group
Gina Gurganus, Linda Olejko, and Rebecca Price |
| January 28, 2026 |
January 2026 Virtual Networking
|
| February 10, 2026 |
Luncheon: Updates from the 2026 Heckerling Institute sponsored by Zinner & Co.
Joseph M. Mentrek |
| March 10, 2026 |
Luncheon: Managing Fiduciary Implications of Life Insurance sponsored by BNY Wealth
Allen Hensley |
| March 26, 2026 |
March 2026 Virtual Networking
|
| April 22, 2026 |
Independence Breakfast: Topic TBD presented by PNC Bank
|
| May 12, 2026 |
Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company
|
| June 4, 2026 |
Special Awards Celebration sponsored by Glenmede
|
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