| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 16, 2024 |
October Dinner Meeting
Joshua Rubenstein |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| October 23, 2024 |
Inaugural Wealth & Wisdom Workshop
|
| November 12, 2024 |
November Dinner Meeting
Lester Law, Esq. |
| November 12, 2024 |
Pre-Dinner Meeting Member Speaker Forum
TBD |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| December 9, 2024 |
“Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.
|
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 21, 2025 |
January Dinner Meeting
Steve Parrish |
| February 25, 2025 |
February Dinner Meeting
Kevin Matz, Esq. |
| February 25, 2025 |
Pre-Dinner Meeting Member Speaker Forum
TBD |
| April 22, 2025 |
Pre-Dinner Meeting Member Speaker Forum
TBD |
| April 22, 2025 |
April Dinner Meeting
Paul Caspersen |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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