Event Calendar
| November 21, 2024 |
The 3 Most Common Roth Conversion Strategies
J. Corey Vertich, CFP |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 12, 2024 | Annual Meeting & Holiday Gathering |
| January 16, 2025 |
TBD
TBD |
| February 20, 2025 |
TBD
TBD |
| March 20, 2025 |
TBD
TBD |
| April 17, 2025 |
TBD
TBD |
| May 15, 2025 |
TBD
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
