| January 21, 2025 |
Meet the Firm: James Moore & Co.
|
| January 22, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M. |
| January 28, 2025 |
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC® |
| February 6, 2025 |
North Central Florida Estate Planning Council February Member Meeting
Heckerling Institute Update |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 27, 2025 |
Membership Meeting: 35 Value Killers by Bill Sorenson
Bill Sorenson |
| 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
|
| November 6, 2025 |
Annual Meeting
TBD |
|
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