| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 13, 2025 |
Dinner Meeting: Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
| April 1, 2025 |
Lunch & Learn: The ART of Planning
Christina Miner |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 24, 2025 |
Year-End Annual Meeting
St. Johns Rivership Co |
| 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® |
| 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
|
