Event Calendar
| March 1, 2025 |
Estate Planning For All
Panel: Raina Bonds, Esq.; Ryan A. Brown, Esq.; Amy Schirmer, JD, CFP, CEPA; Moderator: Christy Cole |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 19, 2025 | NVEPC Member & Prospective Member Networking Event |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 30, 2025 |
Joint Councils Meeting - Guiding Through Grief: Practical Strategies for Supporting Clients and Families After a Life-Changing Diagnosis or End-of-Life Transition
Nancy Fagan, CMC, Continuum Care Strategies; Melinda Merk, JD, LLM, CFP, AEP, McCandlish Lillard, PC; Fran Tilton Shelton, Faith & Grief Ministries |
| 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® |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
