| September 8, 2025 |
Guardianship 101: Everything You May Need to, May Want to, or Hope Not to Know but are Afraid to Ask?
Catherine Welsh, JD |
| 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 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 20, 2025 |
Dancing with the Gorilla: "Practical solutions for substance abuse and mental illness".
Julie Rivers, Esq |
| November 10, 2025 |
Valuation Hot Topics
Mark Lingerfield, Partner & Mgt. Dir |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| December 2, 2025 |
Breakfast at The Summit
NAEPC Webinar TBD |
| January 12, 2026 |
Economic Update
Steve Wyett, Chief Investment Strategist |
| February 9, 2026 |
Oklahoma Uniform Trust Code & Other Legislative Developments
James C Milton, Esq |
| March 9, 2026 |
Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A***
Russell James, J.D., Ph.D. |
| April 20, 2026 |
Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony
Susan Rounds, JD, CPA, LL.M., AEP (Distinguished) |
| April 23, 2026 |
April Social
|
| May 4, 2026 |
Marty's Best Estate, Business & Tax Planning Ideas
Marty Shenkman, CPA, JD, AEP ***Distinguished*** |
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