Event Calendar

February 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD
March 19, 2025 SLATS: SLATS Are No Longer for Fences!
Paul N. Frimmer, Partner at Loeb & Loeb LLP
April 23, 2025
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
May 6, 2025 Through The Looking Glass XXI - Rescheduled
Multiple Speakers
May 14, 2025
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA
May 21, 2025 Understanding Reverse Mortgages/ How to Age in Place Comfortably
Mark Klein
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®
July 16, 2025 TBD
September 17, 2025 Round Table Event - Case Study
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
November 19, 2025 US Economic Forecast
Dan Hamilton, Ph.D.
View Past Events