Event Calendar

January 21, 2025 New Year, New Opportunity: Illinois Gives Tax Credit Act
Allison Winter and Shari Fox
April 29, 2025 Conduit Trust for while your clients are alive and dead
Phil Hotchkiss, CFP, Chief Wealth Strategist with TrustBank
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events