About Us

October 19, 2021

Town Hall Roundtable: Membership Growth & Retention

October 21, 2021

AEP® and EPLS Forum
Discussing Diversity: Considerations for Estate Planning Professionals

Kim Kamin, JD, B.A., AEP®, Max Elliott, Esq., and Terry Navarro, CPA, with Judith A. Saxe, JD, AEP®, CAP®, Moderator

November 10, 2021

Leadership Day Conference &
Council of Excellence Award Celebration

November 16, 2021

Website Tutorial: Your Website's Links, Document Library and Photo Gallery

UPCOMING EVENTS