May 1, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished) |
May 2, 2024 |
Annual After-Tax Breakfast Networking Event
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May 8, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
May 9, 2024 |
Workshop: Planning for Retirement Plan Distributions in 2024
Svetlana Bekman |
May 16, 2024 |
Confidentiality Breach or Not: Revealing Information About a Client’s Testamentary Documents Post-Mortem
Dr. Gerry Beyer, Texas Tech University School of Law |
May 20, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers
Jamie L. Mendelsohn, EVP and Jon B. Mendelsohn, CEO |
June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
June 13, 2024 |
Gray Divorce: Estate Planning Tools
Beth McCormack, Beermann, LLP; Michelle Canerday, Katten |
June 28, 2024 |
CEPC Annual Outing - SPONSORSHIP PAYMENTS
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June 28, 2024 |
Luncheon Programs - Balance Due
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June 30, 2024 |
2023 - 2024 Sponsorships
N/A |
July 1, 2024 |
2024 - 2025 Sponsorships
N/A |
July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
August 19, 2024 |
CEPC Annual Outing August 19, 2024 Ravinia Green Country Club
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September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
October 20, 2024 |
NATIONAL EVENT:
61st Annual NAEPC Advanced Estate Planning Strategies Conference
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December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
October 19, 2025 |
NATIONAL EVENT:
62nd Annual NAEPC Advanced Estate Planning Strategies Conference
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