| May 1, 2025 |
AAEPC Education Event: Protecting Business Owners—Key Person Policies & Buy-Sell Agreements
Sponsored by Modera Wealth Management |
| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| June 11, 2025 |
Wine Down Wednesday
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| 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® |
| August 20, 2025 |
Wine Down Wednesday
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| September 4, 2025 |
AAEPC Education Event
|
| October 15, 2025 |
Wine Down Wednesday
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 6, 2025 |
AAEPC Education Event
|
| November 12, 2025 |
AAEPC Luncheon: Monetary Masala—Economic Insights with Anirban Basu
Anirban Basu is the Chairman & CEO of Sage Policy Group, Inc. |
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