| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| October 28, 2024 |
Appraising Unique Assets
Garry Marshall and Alan Harp |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 18, 2024 |
Corporate Transparency Act Update with Panel Discussion
Chris Lauer and Sarah Prater |
| December 5, 2024 |
AEPC Annual Holiday Party
|
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 27, 2025 |
Tax Cuts & Jobs Act Sunset Update with Panel Discussion
Meghan Carson |
| February 24, 2025 |
Highlights from Heckerling
Chris Lauer |
| March 24, 2025 |
Digital Assets in Estate Planning
Matthew McClintock |
| April 28, 2025 |
Investing Truths and Myths
Rich Wiggins |
| May 19, 2025 |
AEPC Annual Meeting + How to Identify a Ponzi Scheme
Keith Woodwell |
| June 9, 2025 |
AEPC Program Planning Meeting
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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