Event Calendar
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| February 26, 2025 |
Breakfast Meeting - Heckerling Conference Recap
Marty Babitz of BNY Mellon |
| March 26, 2025 |
Breakfast Meeting - Tax Update: Sunset Provision
Steve Slade of Wouch, Maloney & Co, LLP |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 30, 2025 |
Joint Dinner Meeting with MCEPC
Kevin Jameson of the Dementia Society of America |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 21, 2025 |
Breakfast Meeting - Plan for Aging
Jay Burgman of The Burgman Financial Group and Richard Newman of Rothkoff Law Group |
| June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
