| 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 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 |
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