| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP®, MBA |
| May 15, 2025 |
2025 Member Welcome Social
Social |
| May 21, 2025 |
One Choice….can impact generations; Protecting against the Great Retirement Income Gap
Brent DeGroot |
| 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® |
| June 18, 2025 |
Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
Al W. King III |
| July 16, 2025 |
The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Jon Dahlstrom |
| August 20, 2025 |
The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift
Jonathon Morrison |
| September 17, 2025 |
Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself
Eric Zimmer |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
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