Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 22, 2025 |
Get Ready for Sunset
Edward Tully & Jim Thompson |
| February 27, 2025 |
A Journey Through Economic Times; Tax Planning & Family Wealth Planning
John Nersesian & Jordan Goldie |
| March 26, 2025 |
Impact of a Buy Sell Agreement on Estate Planning
April Caudill |
| April 17, 2025 |
Fiduciary Liability & Divorce in Estate Planning
Craig Frankel |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
