Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Some Reasonable Estate Planning Steps for the Middle Tier Family
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| January 28, 2025 |
January Luncheon: Navigating Estate Administration for Global Families
Steven J. Hare - Ytterbery Deery Knull LLP |
| February 26, 2025 |
February Luncheon: Artificial Intelligence and the Estate Planner: “Resistance is Futile.”
Dr. Gerry Beyer - Texas Tech University School of Law |
| March 25, 2025 | March Luncheon |
| May 20, 2025 |
May Luncheon: Partnership Tax “Hacks” (Simple Solutions to Client Conundrums)
Paul S. Lee, Chief Tax Strategist, Northern Trust |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
