Event Calendar
August 9, 2024 | SAEPC Summer Session III: Introduction to Estate and Gift Tax Returns (706/709) |
August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
August 22, 2024 | Welcome Back Happy Hour |
September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
September 18, 2024 |
Tribal Issues in Estate Planning
Eliza Read, Arizona Certified Specialist, Flagstaff |
October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
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 |
Navigating Inherited IRA Special Needs Trusts
Darryl J. Lynch, Oppenheimer & Co. Inc |
December 11, 2024 |
Planned Giving for Planners
: Dien Yeun, Daylight Advisers |
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
January 24, 2025 | Estate Planners Day |
February 19, 2025 |
Ethics at the Movies
Nancy Rapoport, UNLV |
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 |