| March 10, 2025 |
Advising for the Sunset **SPONSORED by Northern Trust
Riley Kerns, JD |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| April 21, 2025 |
Is your Buy/Sell Agreement up to Snuff?? **SPONSORED by Moore Funeral Homes and Crematory - Dr. Joe Moore
Paul Hood, JD, LL.M |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 24, 2025 |
April Social**SPONSORED by
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| May 13, 2025 |
Recent Tax Developments and Their Impact on Contemporary Estate Planning
Sam Donaldson, JD, LL.M., AEP |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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® |
| August 1, 2025 |
SPONSORS
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| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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