Event Calendar
| April 17, 2025 |
Sharing Your Estate Plan with Your Kids
Carolyn Rogers & Thomas L. Patricca, CFP®, CEPS, AEP® |
| 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 15, 2025 |
Intersection of Estate Planning and Medicaid Planning
Ted Wolfendale, Esq. |
| 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 AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 20, 2025 |
Pooled Special Needs Trusts
Rachel Baer, Esq. |
| View Past Events |
