| March 10, 2025 |
Webinar | Highlights from the 2025 Heckerling Institute on Estate Planning
Leslie Wood Bradenham, Bessemer Trust |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 24, 2025 |
Networking Happy Hour
|
| May 8, 2025 |
Membership Breakfast | Artificial Intelligence in Estate Planning
Martin Oimet, Brown Advisory |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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 |
Sponsorship 2024-2025
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
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