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Tuesday, September 23, 2025

Kelli and Matt

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Santa Barbara Estate Planning Council

SANTA BARBARA ESTATE PLANNING COUNCIL

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Event Calendar

August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
September 23, 2025 Kelli and Matt
Matt Fish, Fish LIfe Insurance Planning, Kelli Anderson, Northern Trust
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
October 28, 2025 Jeff Torok
Jeff Torok
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
November 18, 2025 How do the Election Results impact Estate Planning - Jonathan Morrison
Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP
View Past Events

UPCOMING EVENTS

September 23, 2025

Kelli and Matt

Matt Fish, Fish LIfe Insurance Planning, Kelli Anderson, Northern Trust

See Event Details

October 28, 2025

Jeff Torok

Jeff Torok

See Event Details

November 18, 2025

How do the Election Results impact Estate Planning - Jonathan Morrison

Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP

See Event Details

See Full Calendar

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