Event Calendar

October 16, 2024 Not Your Ordinary Trusts
Karin Prangley, Brown, Brothers & Harriman, Chicago
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
November 13, 2024
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA
November 13, 2024 Optimizing Tax Savings & Avoiding Fiduciary Pitfalls: Navigating Inherited IRA Special Needs Trusts.
Darryl J. Lynch, The Lynch Group of Oppenheimer & Co. Inc
December 11, 2024 Planned Giving for Planners: Culture, Legacy, and Planning
Dien Yuen, Daylight Advisers
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 24, 2025 Estate Planners Day
Gerry W Beyer, TX Tech; T James Lee, Kathleen E Callaway and Brandon L Blakely, Fennemore Law
February 19, 2025 Ethics at the Movies
Nancy Rapoport, UNLV
March 1, 2025 Test event
speaker
March 19, 2025 Placement Predicaments
Beth Fuller, Tucson Life Care, and panel
April 16, 2025 Taxing Topics
Daren Layton, Jennings, Haug, Keleher, McLeod, Waterfall
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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