Event Calendar
| 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 |
| 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 |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| View Past Events |
