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Thursday, February 26, 2026

FinCEN Real Estate Reporting Changes — What You Need to Know Before March 1 - Focus Group

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South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

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Event Calendar

February 26, 2026 FinCEN Real Estate Reporting Changes — What You Need to Know Before March 1 - Focus Group
Moderated by Allen Bond
March 12, 2026 It’s a Trap, Don’t Fall for It!
David Kim and Tamra Otten
March 18, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Ric Edelman, CBDA
April 9, 2026 Firearms Transfers
Matthew Kanin
April 22, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - SLATs Topic
James I. Dougherty, JD
May 14, 2026 Conservatorship and New Capacity Declaration
Troy Martin
June 17, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary - The New Legacy: Strategic Estate Planning with Art & Collectibles
Roberta Kramer
July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations
Arden O'Connor
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Title Coming Soon
Thomas A. Tietz, JD
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI
View Past Events

UPCOMING EVENTS

February 26, 2026

FinCEN Real Estate Reporting Changes — What You Need to Know Before March 1 - Focus Group

Moderated by Allen Bond

See Event Details

March 12, 2026

It’s a Trap, Don’t Fall for It!

David Kim and Tamra Otten

See Event Details

April 9, 2026

Firearms Transfers

Matthew Kanin

See Event Details

May 14, 2026

Conservatorship and New Capacity Declaration

Troy Martin

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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