Event Calendar
| December 5, 2024 |
Member Appreciation Holiday Party
none |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| 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 Followed with Happy Hour
Elliot Dole, Steve Gorin, John Scott, Michael Tessler, (Moderator) Kathleen Bilderback |
| January 28, 2025 |
S Corporation Planning - Members Only
Norm Newmark |
| 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 |
| April 28, 2025 |
ABCs of CRTs
Paul Caspersen |
| 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 |
| June 10, 2025 | Annual Golf Outing |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
