| December 3, 2024 |
Member Only CE Breakfast Webinar **SPONSORED by TEPF Past Presidents
|
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 13, 2025 |
Economic Update**SPONSORED by First Call - Jennifer Tyrl
Michael Abboud, CFA®, Trust Company of Oklahoma |
| February 10, 2025 |
Religion & Diversity in Estate Planning **SPONSORED by American Cancer Society - Jennifer Harrison Randolph
Stacy Singer, JD, CPWA, ACTEC |
| March 10, 2025 |
Advising for the Sunset **SPONSORED by Northern Trust
Riley Kerns, JD |
| 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 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 |
| August 1, 2025 |
SPONSORS
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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