Event Calendar
| January 9, 2025 |
Planning Ideas for 2025 Followed with Happy Hour
Elliot Dole, Steve Gorin, John Scott, Michael Tessler, (Moderator) Kathleen Bilderback |
| January 28, 2025 |
S Corporation Planning - Members Only
Norm Newmark |
| February 10, 2025 |
10 Essential IRA Planning Strategies for 2025
Jeffrey Levine – Buckingham Strategic Wealth |
| March 2, 2025 | After event payment 12-16-24 |
| March 31, 2025 |
Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon |
| April 28, 2025 |
ABCs of CRTs
Paul Caspersen |
| 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 | Annual Golf Outing |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
