Event Calendar
March 20, 2025 |
AAEPC Education Event: Cyber Security Risk Landscape - Hot Spots and Trends
Joseph Brunsman of Brunsgroup |
April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
May 1, 2025 |
AAEPC Education Event
Sponsored by Modera Wealth Management |
May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
June 11, 2025 | Wine Down Wednesday |
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 |
September 4, 2025 | AAEPC Education Event |
October 15, 2025 | Wine Down Wednesday |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
November 6, 2025 | AAEPC Education Event |
View Past Events |