Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Some Reasonable Estate Planning Steps for the Middle Tier Family
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| February 3, 2025 |
Unique Asset Valuations
TBA |
| March 3, 2025 |
Impact of the Sunset 12/31/25
TBA |
| May 5, 2025 |
Legislative Update
Al Secor |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
