Event Calendar

May 6, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, 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
June 4, 2025 Understanding Reverse Mortgages/ How to Age in Place Comfortably
Mark Klein and Pattye Zeto
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 Risks and Benefits of Continuing Care Retirement Communities
Glenn A. Harris
September 17, 2025 Round Table Event - Case Study
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 19, 2025 US Economic Forecast
Dan Hamilton, Ph.D.
View Past Events