| March 27, 2025 |
Young Professionals Happy Hour
|
| March 31, 2025 |
Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 28, 2025 |
The ABC's of CRT's: Understanding Charitable Remainder Trusts for Estate Planning
Paul Caspersen |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 15, 2025 |
Annual Meeting and Happy Hour - MEMBERS ONLY NO ZOOM
Board of Directors |
| May 19, 2025 |
Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC
Michelle Schwerin, Shareholder - Neill Schwerin Boxerman, PC |
| June 10, 2025 |
Annual Golf Outing Norwood Hills Country Club
None |
| 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 Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
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