Event Calendar
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
December 12, 2024 | Holiday Mixer |
January 9, 2025 |
Joint Bank Accounts: Good, Bad and Litigation
John Hussell |
February 13, 2025 | TBA |
March 13, 2025 |
Pulling the Trigger on Gun Trusts
Anna Price, |
April 17, 2025 | TBA |
May 8, 2025 | TBA |
June 12, 2025 |
Bruce Stout Memorial Update on the Law - 2025
Dave Lunsford |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |