Events & Sponsorship
- ACTEC 2026 Southern Regional Meeting; April 10-12, 2026, New Orleans, Louisiana
- Estate Planning Council of Mississippi; Ridgeland, Mississippi, March 3, 2026, Gregory Coats will be presenting “What to Look for in a Business Valuation Report” https://www.msepc.org/events/event/27797
- Estate and Business Planning Council of Baton Rouge; March 4, 2026, Baton Rouge, Louisiana, Gregory Coats will be presenting “What to Look for in a Business Valuation Report” https://www.brebpc.org/events/event/28985
- Annual Sponsor Palm Beach County Estate Planning Council; Jupiter, Florida, Terrel Lavergne, Southern Regional Representative
- Annual Sponsor East Coast Estate Planning Council; West Palm Beach, Florida, Terrel Lavergne, Southern Regional Representative
- Annual Sponsor Greater Boca Raton Estate Planning Council; Boca Raton, Florida, Terrel Lavergne, Southern Regional Representative
- SouthEast Fellows Institute Class III; Session I, September 25-26, 2025, Charlotte, North Carolina
- ACTEC 2025 Southern Regional Meeting; May 2-4, 2025 Knoxville Tennessee
- Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel; April 24-25, 2025, Princeton, New Jersey
- ACTEC 2024 Southeast Regional Meeting; October 24-27, 2024, Savannah, Georgia
- Southeast Fellows Institute Session II; May 1-2, 2024, Richmond, Virginia
- Heart of America Fellows Institute Class III Session II; February 22-23, 2024, Omaha, Nebraska

