Event Calendar
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 26, 2025 |
Breakfast Meeting - Tax Update 2025: Proposed Legislation
Steve Slade of Wouch Maloney CPAs & Business Advisors |
| 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 - Education Around What Dementia Is and Isn't, and What You Can Do To Support Brain Health
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 15, 2025 | BCEPC Spring Social |
| May 21, 2025 |
Breakfast Program and Membership 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 The Profession's Leading Experts |
| View Past Events |
