| May 1, 2025 |
Annual After-Tax Breakfast Networking Event
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| 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 |
| May 21, 2025 |
Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Tom Pauloski, Bernstein |
| May 29, 2025 |
Virtual Workshop: Planning with Powers of Appointment and Disclaimers
Shawn McCullough, Harrison, LLP |
| June 4, 2025 |
WEBINAR: Staying Out of the Estate and Gift Tax Return "Penalty Box"
Beth Kaufman and Melissa Wiley, Lowenstein Sandler LLP |
| 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® |
| June 30, 2025 |
CEPC Events Payments
|
| June 30, 2025 |
2024 - 2025 Sponsorships
N/A |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
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