January 27, 2025 |
Investing Truths and Myths
Rich Wiggins |
January 28, 2025 |
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC® |
February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
February 24, 2025 |
Highlights from Heckerling
Chris Lauer |
March 24, 2025 |
Digital Assets in Estate Planning
Matthew McClintock |
April 28, 2025 |
TBA
TBA |
May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
May 19, 2025 |
AEPC Annual Meeting + How to Identify a Ponzi Scheme
Keith Woodwell |
June 9, 2025 |
AEPC Program Planning Meeting
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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 Annual NAEPC Advanced Estate Planning Strategies Conference
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