Event Calendar
| December 5, 2024 | Trends in Modern Family Wealth Transfer |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 9, 2025 |
Tax Changes (or Planning Options) if the Tax Cuts and Jobs Act of 2017 Sunsets in 2026
Maya Brill |
| January 16, 2025 | Emerging Professionals Happy Hour |
| February 6, 2025 |
Will Contests: Undue Influence/Lack of Capacity - How Much Evidence is Enough
Keith Staubus |
| March 6, 2025 |
What Every Estate Planner and Executor Needs to Know About Real Estate
Roland Love |
| April 3, 2025 |
Current Estate Planning Developments
Steve Akers |
| May 1, 2025 |
A Guide to Life Insurance Products and Their Risk Characteristics
Lawrence Brody |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
