Event Calendar
| November 29, 2024 |
Recording Only | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
Natalie Choate |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 22, 2025 |
Joint Council Breakfast | Updates on the Corporate Transparency Act
Melissa Wiley, Caplin & Drysdale |
| February 11, 2025 | Bowling Happy Hour |
| March 18, 2025 |
Membership Meeting | Unlocking Key Tax Elections in Estate Planning
David De Jong, Stein Sperling |
| April 23, 2025 | Networking Happy Hour |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
