Event Calendar
November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
November 20, 2024 |
November Luncheon: Making Retirement Benefits Payable to Trusts
Natalie Choate, Author and Attorney |
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
January 28, 2025 |
January Luncheon: Navigating Estate Administration for Global Families
Steven J. Hare - Ytterbery Deery Knull LLP |
February 25, 2025 |
February Luncheon: Artificial Intelligence and the Estate Planner: “Resistance is Futile.”
Dr. Gerry Beyer - Texas Tech University School of Law |
March 25, 2025 | March Luncheon |
May 20, 2025 |
May Luncheon: Partnership Tax “Hacks” (Simple Solutions to Client Conundrums)
Paul S. Lee, Chief Tax Strategist, Northern Trust |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |