Event Calendar

September 9, 2025 HOW TO GET THE MOST OUT OF SOCIAL SECURITY
Robert Kron, CFP. Nuveen Managing Director of Advisor Education
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)
October 14, 2025 PA DIRECTED TRUST ACT & WHAT IT MEANS FOR YOU & YOUR CLIENTS
C. Thomas Work, Esq. of Stevens & Lee, Reading PA
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 11, 2025 HOW TO MAKE ARTIFICIAL INTELLIGENCE WORK FOR YOU
Ross Bruch, Esq. Senior Wealth Planner at Brown Brothers Harriman
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
December 9, 2025 HOLIDAY PARTY
N/A
January 13, 2026 HOW TO PREPARE AN ESTATE PLAN FOR THE MENTALLY ILL CLIENT
Lesley M. Mehalick, JD, LLM of the McAndrews Law Firm.
February 10, 2026 PLANNING FOR THE UNEXPECTED, NOW WHAT?
Colleen Neary, Esq. of Sweeny & Neary and Chari Alson, Esq. of Anderson Elder Law
March 10, 2026 A SNOWBIRD'S GUIDE TO ESTATE PLANNING
Jill Fowler, Esq. of Heckscher, Teillon, Terrill & Sager PC, Conshohocken, PA
April 23, 2026 JOINT POST-TAX SOCIAL WITH CHESTER COUNTY EPC
N/A
View Past Events