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Event Calendar

May 20, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers
Jamie L. Mendelsohn, EVP and Jon B. Mendelsohn, CEO
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 9, 2024 Building Your Business One Trusted Relationship at a Time
Patrick Galvin
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
November 20, 2024 Charitable Topic on 501c4
Brad Bedingfield
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
January 22, 2025 Sunset Provision, Reducing Estate Tax Exposure, & Building Flexibility into an Estate Plan
Edward Tully & Jim Thompson
February 27, 2025 TBD
TBD
March 26, 2025 TBD
TBD
April 17, 2025 Fiduciary Liability & Divorce in Estate Planning
Craig Frankel
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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