Strategic Uses of Life Insurance in Advanced Legacy Planning for Ultra High Net Worth Families

September 15, 2026

Ross A. Ferrin

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November 10, 2026

Beyond the Numbers: How Valuation Impacts Tax, Estate & Succession Planning

Nainesh Shah, CFA, CVA, Director of Valuation Advisory and Founding Partner of Complete Advisors

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December 2, 2026

Joint Holiday Party - EPCNN, PGRT, AFP and CFNN

TBD

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May 20, 2027

Annual May Event

Sam Donaldson

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UPCOMING EVENTS