| October 23, 2024 |
CEPC Member Only Networking Event
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| October 25, 2024 |
'Member Only' Fourth Fridays - Informal Virtual Networking
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| November 13, 2024 |
Do the Math: The Mathematics of Estate Planning for IRAs After the SECURE Act
Bob Keebler, Keebler & Associates |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 22, 2024 |
'Member Only' Third Fridays - Informal Virtual Networking
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| December 4, 2024 |
CEPC Networking and Giving Drive Breakfast Event
|
| December 5, 2024 |
Virtual Program: An Analysis of How to Evaluate Life Insurance Proposals
Todd Steinberg, Loeb & Loeb LLP |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 22, 2025 |
Asset Protection Planning in Illinois from A-Z
Jeffrey Zaluda, Kilpatrick Townsend & Stockton LLP |
| February 19, 2025 |
2024 Estate Planning Developments: The Year in Review
David Handler, Kirkland & Ellis LLP |
| March 3, 2025 |
CEPC 2024 Annual Outing - Payments Dues
|
| March 13, 2025 |
Legacy of Love: Planning for Spouses and Life Partners in the Modern Family
Kim Kamin, Gresham Partners, LLC |
| April 17, 2025 |
Using AI in Your Practice
Suzy Brown Walsh, Murtha Cullina LLP; Roland Trope, Trope and Schramm LLP; Tracy Potts, Legacy Law Group |
| May 21, 2025 |
Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Tom Pauloski, Bernstein |
| June 4, 2025 |
Virtual Program: Staying Out of the Estate and Gift Tax Return "Penalty Box"
Beth Kaufman and Melissa Wiley, Lowenstein Sandler LLP |
| June 30, 2025 |
CEPC Events Payments
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| June 30, 2025 |
2024 - 2025 Sponsorships
N/A |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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