Event Calendar

September 9, 2024 Estate Planning Update
Andrew M. Katzenstein, Esq. Proskauer Rose LLP
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
September 24, 2024 Members ONLY - Happy Hour Networking Social Event at Husch Blackwell in Clayton
NONE
October 7, 2024 The Often Overlooked/Misunderstood Federal Income Taxation of Life Insurance Policies
Lawrence Brody Senior Counsel Harrison LLP
October 9, 2024 Members Only - How to Shift Income to Beneficiaries
Laura Duncan/Steve Gorin
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 16, 2024 Happy Hour Westwood Country Club
none
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
November 13, 2024
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA
November 18, 2024 Tax Planning in the current climate/based on the election results
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - Keebler & Associates, LLP
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
December 16, 2024 What do Comparable Sales, Value Determination, and Tax Court Have in Common?
Tim Luke - National Director of Appraisals & Valuations at Hindman
January 9, 2025 Planning Ideas for 2025
Elliot Dole, Steve Gorin, John Scott, Michael Tessler, (Moderator) Kathleen Bilderback
February 10, 2025 10 Essential IRA Planning Strategies for 2025
Jeffrey Levine – Buckingham Strategic Wealth
March 31, 2025 Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon
May 19, 2025 Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC
Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC
May 19, 2025 Register for all lunch events September 2024 to May 2025
Various
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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