Event Calendar

January 22, 2025
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M.
January 28, 2025
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC®
February 6, 2025 Will Contests: Undue Influence/Lack of Capacity - How Much Evidence is Enough?
Keith Staubus
February 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD
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
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®
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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