| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| October 29, 2024 |
October Speaker Dinner Meeting
Ed Morrow w/ Kelleher + Holland |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 19, 2024 |
November Speaker Breakfast Meeting
Mark Parthemer w/Glenmede |
| December 4, 2024 |
Holiday Party & AEP Informational Event - Joint w/Planned Giving Council
N/A |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 8, 2025 |
Annual Joint Speaker Dinner Meeting w/ECEPC
Robert Kirkland |
| January 22, 2025 |
Social Mixer & Sponsor Appreciation Event
N/A |
| February 5, 2025 |
February Speaker Lunch Meeting
Brian Schad & Lori Meyers w/BDO |
| 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 |
| April 8, 2025 |
April Speaker Dinner Meeting
Tami Conetta w/Northern Trust |
| May 20, 2025 |
May Annual Membership Breakfast Meeting
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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