| May 1, 2025 |
Spring Social
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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 8, 2025 |
Tax Reform and Legislative Update
Josh Caron |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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 7, 2025 |
Estate Planning with Retirement Accounts
Natalie Choate |
| September 11, 2025 |
Afternoon meeting and social with Paul Hood, Speaker, at The Club - Topic TBD
Paul Hood |
| October 2, 2025 |
AI/Chat GPT in Estate Planning
Bradley Burnette |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 13, 2025 |
Panel Discussion: Estate and Probate Administration
Panel Discussion |
| December 4, 2025 |
Federal Tax Update
Sam Donaldson |
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