| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
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| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 13, 2024 |
End of Life Issues and Death with Dignity
Bob Free, End of Life Washington |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 15, 2025 |
The Benefits of Integrating Personal Insurance into Estate Planning
Linda Bourn and Steven Kent (NAEPC) |
| March 19, 2025 |
The Corporate Transparency Act as It Relates to Estate Planners
M. John Way, Schwabe, Williamson & Wyatt, P.C., and Amber Quintal, Ogden Murphy Wallace |
| May 14, 2025 |
Special Needs Trusts/ABLE Accounts and Navigating Mental Illness/Addiction in Estate Planning and Administration
Darryl Lynch, Oppenheimer & Co. |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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