Event Calendar
| April 17, 2025 |
Using AI in Your Practice
Suzy Brown Walsh, Harris Beach Murtha; Roland Trope, Trope and Schramm LLP; Tracy Potts, Legacy Law Group |
| April 22, 2025 |
Virtual Workshop: Panel Discussion - Pre-Liquidity Planning for Business Owners
Christopher Brathwaite; Damien Martin, Adam Grais, Tadd Lindsay |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 1, 2025 | Annual After-Tax Breakfast Networking Event |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 21, 2025 |
Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Tom Pauloski, Bernstein |
| June 4, 2025 |
WEBINAR: Staying Out of the Estate and Gift Tax Return "Penalty Box"
Beth Kaufman and Melissa Wiley, Lowenstein Sandler LLP |
| 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 30, 2025 | CEPC Events Payments |
| June 30, 2025 |
2024 - 2025 Sponsorships
N/A |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| View Past Events |
