Event Calendar

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
View Past Events