Event Calendar
| November 29, 2024 |
Recording and Materials Only | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
Natalie Choate |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| February 13, 2025 |
Membership Lunch Meeting - Preparing for Audits
|
| May 8, 2025 | Membership Breakfast |
| June 30, 2025 | Sponsorship 2024-2025 |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
