| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| September 26, 2024 |
DEPC Emerging Professionals Meeting
|
| October 3, 2024 |
Why Individual Trustees are Less Than an Optimal Choice
Chris Holtby |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| November 7, 2024 |
The Business Divorce - Partner Exit Planning
Ladd Hirsch |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| December 5, 2024 |
Trends in Modern Family Wealth Transfer
Nike Amani/Steph Wagner |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 9, 2025 |
Tax Changes (or Planning Options) if the Tax Cuts and Jobs Act of 2017 Sunsets in 2026
Maya Brill |
| February 6, 2025 |
Will Contests: Undue Influence/Lack of Capacity - How Much Evidence is Enough
Keith Staubus |
| March 6, 2025 |
What Every Estate Planner and Executor Needs to Know About Real Estate
Roland Love |
| April 3, 2025 |
Current Estate Planning Developments
Steve Akers |
| May 1, 2025 |
A Guide to Life Insurance Products and Their Risk Characteristics
Lawrence Brody |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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