Event Calendar
February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
February 24, 2025 |
2025 Past President's Dinner & CE
Estate Planning Paralysis: Getting Your Clients to Act - Justin Miller, JD, LLM |
March 18, 2025 |
March 2025 Dinner Meeting
Planners Plan and Litigators Laugh: How will a court interpret your well-intended plan? - Erika Gasaway & Jennifer Scharre |
April 23, 2025 |
April 2025 Dinner Meeting
Generational Wealth and Family Dynamics - Leila Francis, Amy Takeuchi Wanlass, & Ying Lee |
April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
May 19, 2025 |
May 2025 Dinner Meeting
Title TBD - Tom Duncan (National Speaker) |
June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |