| 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 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 Annual
NAEPC 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
|
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