Event Calendar
| April 22, 2025 |
Breakfast meeting - Trustees in Action: Challenges, Compliance, and Fiduciary Excellence
Julie Westbrock, JD | Katie Kranz, JD, AEP, CTFA | Marcus Urlaub, JD, Moderator: Natalie A Roberts, J.D., LL.M. in Taxation |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 27, 2025 | Breakfast meeting: Mediation Panel |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| July 22, 2025 |
Happy Hour & Saint Paul Saints Baseball Summer Social
Saint Paul Saints vs. Worcester Red Sox |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 28, 2025 |
Fall Private Luncheon
sponsored by Revere Auctions |
| View Past Events |
