Event Calendar
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP®, MBA |
| 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 5, 2025 |
2025 New Guidelines & Forms to Buy or Sell Real Estate
Jennifer Felten, Esq. |
| October 7, 2025 |
BACK AFTER SCHOOL START UPS
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| December 2, 2025 |
OUR HOLIDAY CELEBRATION
TBD |
| View Past Events |
