Event Calendar

October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
November 13, 2024
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA
November 14, 2024 Dinner Meeting: Asset Protection: Keep It Simple Siobhan
Robert H. Bo Trudeau, Esq.
December 3, 2024 Lunch & Learn: 'Tis the Season…Charitable Giving
Phillip Henry
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 16, 2025 Dinner Meeting: IRAs & Post-Mortem Planning
Bob Kirkland
February 4, 2025 Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA
March 13, 2025 Dinner Meeting: Estate Planning Paralysis - Getting Your Clients to Act Before the Potential Sunset
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
April 1, 2025 Lunch & Learn: The ART of Planning
Christina Miner
April 24, 2025 Year-End Annual Meeting
St. Johns Rivership Co
September 11, 2025 Dinner Meeting: More Details To Come
Speaker To Be Announced
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events