Event Calendar
| April 23, 2025 | Serving Our Seniors: A Panel Discussion |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 27, 2025 |
Marty Shenkman: Estate Planning Developments
Marty Shenkman |
| 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 AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| December 2, 2025 |
SAVE THE DATE: Featuring Kit Mac Nee, CFP®, CRPC®, QPFC
Kit Mac Nee, CFP®, CRPC®, QPFC |
| View Past Events |
