Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 30, 2025 |
2025 Heckerling Update
Mark Parthemer, Esq. |
| March 6, 2025 |
Estate Planning: Money and Meaning
Isabel Miranda, Esq., TEP |
| May 1, 2025 |
Multi National Estate Planning
Lisa Goldman, CPA, M. TAX, TEP, STEP |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
