Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Some Reasonable Estate Planning Steps for the Middle Tier Family
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| January 9, 2025 |
EPG Speaker Event
Joel Rosenthal, Baker Tilly |
| January 13, 2025 | Winter Happy Hour |
| January 27, 2025 |
January Program Meeting
David A. Diamond |
| February 3, 2025 |
February Program Meeting
Samuel A. Donaldson |
| March 3, 2025 |
March Program Meeting
Doug Ramsey, CFA, CMT |
| April 17, 2025 | EPG April Happy Hour |
| April 24, 2025 | CAEPC Golf Tournament & Happy Hour |
| May 5, 2025 |
May Program Meeting
Lauren J. Wolven |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
