October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
October 20, 2024 |
NATIONAL EVENT:
61st Annual NAEPC Advanced Estate Planning Strategies Conference October 20 - 24, 2024
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November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
November 19, 2024 |
Creative Planning with Life Insurance for Estate Planning (Non-Product Focused) -- WCEPC
Brett Berg, J.D. |
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
January 21, 2025 |
It's 2025! Do You Know Where Your EP Is? -- WCEPC
Liz Arias & Larry Moye |
March 18, 2025 |
Family Dynamics & Business Succession Planning -- WCEPC
Adrian Cronje & John Maddison |
May 20, 2025 |
Estate Litigation Panel Discussion -- WCEPC
Kemp Mosley & John Hutson |
October 19, 2025 |
NATIONAL EVENT:
62nd Annual NAEPC Advanced Estate Planning Strategies Conference
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