| 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 |
EPCLV Annual Meeting with Martin Shenkman Presenting
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD |
| May 31, 2025 |
Become an EPCLV Sponsor
|
| 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® |
| September 18, 2025 |
Family Funeral Planning
Jeff Duffer |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 28, 2025 |
Essential Charitable Planner
Edward J. Beckwith, JD, LL.M. |
| November 20, 2025 |
Estate Planning Strategies
Jonathan G. Blattmachr, Esq., AEP (Distinguished) |
| February 19, 2026 |
Avoiding Litigation Q&A Panel
Judge Capehart & Panel |
| May 13, 2026 |
Annual Meeting & State Income Taxation of Trusts
Richard W. Nenno & Vincent C. Thomas |
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