Latest Past Events

Forum 400

San Antonio, TX TX

The Forum 400 2018 Annual Meeting took place at The Roosevelt hotel in New Orleans, LA, January 20-23, 2018. Forum 400 members can access the Annual Meeting presentations and session recordings beginning in February. Looking of more ways to connect with fellow members throughout the year? Check out Forum MAX.

Heckerling Tax Institute

Orlando, FL FL

The 52nd Annual Heckerling Institute on Estate Planning will provide comprehensive coverage of the impact of the 2017 Tax Act.  Monday's Recent Developments Panel will examine the changes made by the Act and their practical planning implications. In addition to responding to questions from attendees, the Wednesday Question and Answer Panel will identify and discuss other planning issues raised by the […]

NAEPC Conference

Ft. Lauderdale, FL FL

The Conference Committee has crafted an exceptional schedule of events, which will include an additional half-day of continuing education this year!  Technical education sessions begin at 7:00 am on Wednesday, November 7th and conclude at 12:15 pm on Friday, November 9th.

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