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 Annual
NAEPC 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 Annual
NAEPC Advanced Estate Planning Strategies Conference
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