| March 27, 2025 |
Membership Meeting: Business Valuations and Estate Tax Planning by Bill Sorenson
Bill Sorenson |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 8, 2025 |
Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals
Jamie L. Mendelsohn with the Ashar Group |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 21, 2025 |
Wine Down Wednesday
|
| 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® |
| September 3, 2025 |
Wine Down Wednesday
|
| September 25, 2025 |
Membership Meeting: Wealth Planning
David Torre, J.D., CFP, AEP, CEPA, CAP |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 6, 2025 |
Annual Meeting
TBD |
|
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