| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| September 17, 2025 |
Breakfast Program - Beyond the Sale: Strategic Exit Planning for Business Owners
Scott McCrea & Jeff Revak of Edward Jones, Andrew Wilusz of Value Management Inc and Charles Higgins of Centri Consulting |
| October 15, 2025 |
Breakfast Program - Update from the Federal Reserve
Ryo Tashiro of the Federal Reserve Bank of Philadelphia |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 23, 2025 |
BCEPC Social
|
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 19, 2025 |
Breakfast Program - H.R.1 (OBBBA): Part 1 - Tax & Estate Plan Changes
Panel from Wouch Maloney and Co. LLP |
| January 28, 2026 |
Breakfast Program - H.R.1 (OBBBA): Part 2 - Social & Economic Impacts
Panel of speakers |
| February 25, 2026 |
Breakfast Program
TBA |
| March 25, 2026 |
Breakfast Program - Heckerling Institute Recap
Marty Babitz of BNY Mellon |
| April 22, 2026 |
Joint Dinner Meeting - Hosted by Montgomery County EPC
Date is Tenative |
| May 14, 2026 |
BCEPC Social
|
| May 20, 2026 |
Breakfast Program - Divorce in Estate Planning PLUS Membership Meeting
Antheil Maslow & MacMinn, LLP |
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