Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Some Reasonable Estate Planning Steps for the Middle Tier Family
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| January 28, 2025 |
Virtual Meeting: Economic and Market Review
Rob Britton, CFA and Herb Schechter, CPA |
| February 13, 2025 |
Winter Social Networking Event
Connect with Cocktails at The Local - West End |
| February 25, 2025 | Breakfast meeting: Heckerling Review |
| March 25, 2025 | Breakfast meeting: Mediation Panel |
| April 22, 2025 | Breakfast meeting: Trustee Panel |
| May 27, 2025 | Spring Social Event |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
