Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 12, 2024 | EPC Member Appreciation Cocktail Hour |
| December 18, 2024 |
Networking Event with FPA-CNY: Planning for the 2026 Sunset (RSVP by 12/13)
Erika Hooker, Esq. & Cameron Bernard, Esq. of Bousquet Holstein PLLC |
| January 16, 2025 | Accredited Estate Planner (AEP) Case Study Event |
| February 13, 2025 | Council Networking Happy Hour |
| March 20, 2025 | Developing a Plan |
| April 17, 2025 |
Interesting Trends With Millennials and Trusts
Al W. King, III, JD, LL.M., AEP (Distinguished), TEP |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
