| January 21, 2025 |
CEPC 2025 Fundamentals Course
|
| January 22, 2025 |
Asset Protection Planning from A-Z
Jeffrey Zaluda, Kilpatrick Townsend & Stockton LLP |
| 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 24, 2025 |
'Member Only' Fourth Fridays - Informal Virtual Networking
|
| 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 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| February 19, 2025 |
2024 Estate Planning Developments: The Year in Review
David Handler, Kirkland & Ellis LLP |
| February 28, 2025 |
'Member Only' Fourth Fridays - Informal Virtual Networking
|
| March 3, 2025 |
CEPC 2024 Annual Outing - Payments Dues
|
| March 13, 2025 |
Legacy of Love: Planning for Spouses and Life Partners in the Modern Family
Kim Kamin, Gresham Partners, LLC |
| March 21, 2025 |
'Member Only' Third Fridays - Informal Virtual Networking
|
| April 17, 2025 |
Using AI in Your Practice
Suzy Brown Walsh, Murtha Cullina LLP; Roland Trope, Trope and Schramm LLP; Tracy Potts, Legacy Law Group |
| 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 Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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