| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 15, 2025 |
May Happy Hour
|
| 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® |
| June 27, 2025 |
SAEPC Summer Session I
|
| August 1, 2025 |
SAEPC Summer Session II
|
| September 17, 2025 |
Post Mortem Estate Tax Planning
Ashley Case |
| October 15, 2025 |
Tips from Cyber-Crime Expert
Mark Seiden |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 19, 2025 |
Charitable Remainder Trusts
Kit Mac Nee |
| December 17, 2025 |
VA & ALTCS Benefits
Marcia Goodman |
| February 18, 2026 |
Executive Benefits
Kathleen Bilderback |
| March 18, 2026 |
Tax Advantaged Business Sales Strategies
Tiffany House |
| April 22, 2026 |
Fixing Old Trusts
Dane Dehler |
|
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