Event Calendar
| April 8, 2025 | Board Meeting - Cancelled |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 7, 2025 |
Leveraging AI in Estate Planning
Veronica Garofoli |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| June 10, 2025 | Board Meeting |
| 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® |
| August 12, 2025 | Board Meeting |
| September 10, 2025 |
The Pros and Cons of Annuities
Don Miksch and Dave Kucharski |
| October 14, 2025 | Board Meeting |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 24, 2025 | Continuing Education Session |
| November 12, 2025 |
Cybersecurity Law
Ryan Robinson and Gabrielle Hartstein of Dinsmore & Shohl |
| December 3, 2025 | Board Meeting |
| View Past Events |
