| 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 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 21, 2025 |
May Quarterly Dinner Meeting
Brandon Smith and Diana Shriner |
| 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® |
| June 25, 2025 |
Lunch Hour Webinar
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| July 16, 2025 |
Lunch Hour Webinar
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
| September 17, 2025 |
September Dinner Meeting
TBA |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 30, 2025 |
70th Annual Seattle Estate Planning Seminar
|
| December 17, 2025 |
December Dinner Meeting
|
| February 11, 2026 |
February Dinner Meeting
|
| May 20, 2026 |
May Dinner Meeting
|
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