Event Calendar
November 7, 2024 |
Membership Lunch Meeting with In-Person and Virtual Options | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
Natalie Choate |
November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
January 22, 2025 |
Joint Council Breakfast | Updates on the Corporate Transparency Act
Melissa Wiley, Caplin & Drysdale |
March 18, 2025 |
Membership Meeting | Unlocking Key Tax Elections in Estate Planning
David De Jong, Stein Sperling |
April 23, 2025 | Networking Happy Hour |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |