| January 22, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M. |
| January 28, 2025 |
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC® |
| February 12, 2025 |
Medina County Scam Squad - Helping your clients identify and report financial scams.
Tommy Condosta |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 11, 2025 |
Board Meeting
|
| April 8, 2025 |
Board Meeting
|
| 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 |
Quarterly Luncheon - Topic TBD
|
| October 14, 2025 |
Board Meeting
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
| October 24, 2025 |
Continuing Education Session
|
| November 12, 2025 |
Quarterly Luncheon - Topic TBD
|
| December 3, 2025 |
Board Meeting
|
|
View Past Events
|
