| January 22, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M. |
| January 28, 2025 |
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC® |
| January 28, 2025 |
Business Succession for S Corporation Owners - Members Only
Norman S. Newmark, JD, LLM, Partner - McCarthy, Leonard & Kaemmerer, LC |
| February 10, 2025 |
10 Essential IRA Planning Strategies for 2025
Jeffrey Levine – Focus Partners Wealth |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 31, 2025 |
Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon |
| April 28, 2025 |
The ABC's of CRT's: Understanding Charitable Remainder Trusts for Estate Planning
Paul Caspersen |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 15, 2025 |
Annual Meeting and Happy Hour
Board of Directors |
| May 19, 2025 |
Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC
Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC |
| May 19, 2025 |
Register for all lunch events September 2024 to May 2025
Various |
| June 10, 2025 |
Golf Outing
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| 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 Annual
NAEPC Advanced Estate Planning Strategies Conference
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