| October 8, 2024 |
Current trends in Elder Abuse
Adrian Armstrong-Woods, Deputy District Attorney IV |
| 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 Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| October 22, 2024 |
DEPC Members-Only Mixer
|
| November 6, 2024 |
45th Annual IEEPS Seminar
|
| November 12, 2024 |
Business Exit Strategy
James Bruner & Cody Finley, UBS Financial Services, Inc. |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| December 10, 2024 |
Members-Only Holiday Party
|
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 14, 2025 |
High Level Overview of The Tax Cuts & Jobs Act of 2017. Potential impacts of TCJA sunsets at the end of 2025
Levon Galstyan, CPA |
| February 11, 2025 |
Lunch with the Judges
|
| March 11, 2025 |
JLL 1031/721 Exchange - Tax Deferral Strategies for Real Estate
Drew Dornbusch |
| April 22, 2025 |
Three Timely Tax Topics with Howard
Howard Sanger |
| May 8, 2025 |
Members-Only End of Season Mixer
|
| June 30, 2025 |
Funds Due to DEPC
|
| June 30, 2025 |
Sponsorship Payment
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
|
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