Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| February 19, 2025 |
Heckerling Review
Kevin Matz |
| March 12, 2025 |
Use of Artificial Intelligence in the Estate Planning Process
Steve Teppler, Esq. and Pouya Lavian (Wells Fargo) |
| May 15, 2025 |
Estate Litigation – Probate Wars of the Rich and Famous
Russell Fishkind, Esq. |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
