Event Calendar

January 22, 2025
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M.
January 23, 2025 Leveraging AI for Smarter Client Engagement and Business Growth
Cindy Dalecki, Owner, Marketing 2 Go
January 28, 2025
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC®
February 3, 2025 Quarterly Board Meeting
February 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD
February 20, 2025 Monthly Meeting
March 20, 2025 Monthly Meeting
April 17, 2025 Monthly Meeting
May 5, 2025 Quarterly Board Meeting
May 14, 2025
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA
May 15, 2025 Monthly Meeting
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 19, 2025 Monthly Meeting
August 4, 2025 Quarterly Board Meeting
September 18, 2025 Monthly Meeting
October 16, 2025 Monthly Meeting
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
November 3, 2025 Quarterly Board Meeting
View Past Events