Event Calendar

August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
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 - One Big Beautiful Bill Act
Wouch Maloney and Co. LLP
January 28, 2026 Breakfast Program
TBA
February 25, 2026 Breakfast Program
TBA
March 25, 2026 Breakfast Program
TBA
April 29, 2026 Joint Dinner Meeting - Hosted by Montgomery County EPC
Date is Tenative
May 20, 2026 Breakfast Program & Membership Meeting
TBA
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