Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 8, 2025 |
Understanding Estate Tax Planning and Complex Strategies that are Commonly Used
Michael D. Shelton of Ferguson Widmayer & Clark PC |
| March 12, 2025 |
TBD
TBD |
| May 14, 2025 |
Digital Assets and Fiduciary Access (working title)
TBD |
| July 9, 2025 |
Charitable Giving Options/Techniques
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
