Event Calendar
| February 25, 2025 |
February Speaker Breakfast Meeting
Mark Brown & Andrew Comiter w/Comiter Singer |
| March 11, 2025 |
March Speaker Breakfast Meeting
Jolyon Acosta w/Bush Ross |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| April 8, 2025 |
April Speaker Dinner Meeting
Tami Conetta w/Northern Trust |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 20, 2025 |
May Annual Membership Breakfast Meeting
Howard S. Krooks, J.D., CELA |
| 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® |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
