Event Calendar
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st AnnualNAEPC Advanced Estate Planning Strategies Conference October 20 - 24, 2024 |
| November 13, 2024 |
Succession Planning for Closely Held Businesses
Chris Jones |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 29, 2025 |
Finseca Washington Update with Jen Fox, VP of Federal Affairs
Jennifer Fox |
| March 19, 2025 |
TBD @ Denver Country Club
TBD |
| May 8, 2025 | 9th Annual RMEPC Summer Social |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
