Event Calendar

December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 16, 2025 January Lunch Meeting
Honorable Judge Stacy Speiller
February 20, 2025 February Lunch Meeting
Prokey Leonard
March 20, 2025 March Lunch Meeting
Kyle Martin, IRS Trust & Estate Unit
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events