Events

2026 Fall Summit
Oct
15
INDUSTRY EVENT:
2026 Fall Summit
Organized by AAEPA
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TAPER
Oct
20
INDUSTRY EVENT:
TAPER
Organized by Lawyers with Purpose
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"Name on the Check" Rule: Planning for the Institutionalized Spouse's IRA
Oct
20
UPCOMING WEBINAR:
"Name on the Check" Rule: Planning for the Institutionalized Spouse's IRA
Presented by Alex Thompson, MBA
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2026 National Conference on Special Needs Planning and Special Needs Trusts
Oct
21
INDUSTRY EVENT:
2026 National Conference on Special Needs Planning and Special Needs Trusts
Organized by Stetson
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The Summit
Nov
12
INDUSTRY EVENT:
The Summit
Organized by Atticus
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