| September 9, 2025 |
Luncheon: Fall 2025 Washington Legislative and Regulatory Update sponsored by Stout
Matthew F. Kadish |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: One Big Beautiful Bill, One Big Estate Planning Reboot presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| September 25, 2025 |
Fall Social 2025 with EPC and NOCGP sponsored by Clearstead
|
| October 14, 2025 |
Luncheon: National Economic Outlook sponsored by Calfee, Halter & Griswold LLP
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 12, 2025 |
Luncheon: 5 Chapters in the Book I’m Never Going to Write
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 |
December East Side Breakfast: Topic TBD
TBD |
| January 13, 2026 |
January Luncheon: Topic TBB sponsored by Sequoia Financial Group
TBD |
| February 10, 2026 |
Luncheon: Updates from the 2026 Heckerling Institute sponsored by Zinner & Co.
TBD |
| March 10, 2026 |
March Luncheon: Managing Fiduciary Implications of Life Insurance sponsored by BNY Wealth
Allen Hensley |
| April 22, 2026 |
Independence Breakfast: Topic TBD presented by PNC Bank
|
| May 12, 2026 |
Annual Joint Luncheon with Tax Club: topic TBD sponsored by Western Reserve Trust Company
TBD |
|
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