Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 29, 2025 |
Breakfast Meeting - AI Update in Estate Planning
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co. |
| 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 30, 2025 |
Joint Dinner Meeting with MCEPC
To be Announced |
| May 21, 2025 |
Breakfast Meeting - Plan for Aging
Jay Burgman of The Burgman Financial Group and Richard Newman of Rothkoff Law Group |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
