Event Calendar

April 23, 2025
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
May 14, 2025
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA
May 27, 2025 Star Studded Estates: Celebrity Wealth Transfer Cases Unveiled
Vatche Zetjian, Jeffer Mangles Butler & Mitchell, LLP
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®
July 22, 2025 Family Law Battles: Divorce and Trust Fight War Stories
Robert O. Watts, CPA and Ashley Landry, CPA of Gursey | Schneider LLP
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 18, 2025 Tentative Title: Proposition 19 - Including Strategies for Mitigating or Avoiding Reassessment
James L. Cunningham, CunninghamLegal
January 27, 2026 To Be Announced
To Be Announced
March 24, 2026 To Be Announced
To Be Announced
May 26, 2026 To Be Announced
To Be Announced
July 28, 2026 To Be Announced
To Be Announced
September 22, 2026 To Be Announced
To Be Announced
November 17, 2026 To Be Announced
To Be Announced
View Past Events