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
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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
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August 1, 2025 |
SAEPC Summer Session II
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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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