Event Calendar
| October 16, 2024 |
Not Your Ordinary Trusts
Karin Prangley, Brown, Brothers & Harriman, Chicago |
| October 20, 2024 |
NATIONAL EVENT:
61st AnnualNAEPC 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 AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
