| 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 23, 2025 |
Coral Gables EPC Happy Hour Sponsored by Seacoast National Bank
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| 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 |
February CGEPC Breakfast Meeting: Northern Trust: Lesser used tools and planning strategies.
Northern Trust |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 6, 2025 |
March CGEPC Dinner Meeting: Jennifer J. Wioncek, TEP
Jennifer J. Wioncek, TEP, Practice Group Leader, Tax & Private Wealth |
| April 3, 2025 |
April CGEPC Breakfast Meeting: Melissa Barnhardt, The changing landscape of planning for people living with diverse abilities.
Melissa L. Barnhardt, Fiduciary Leader at Inspire Trust |
| May 1, 2025 |
May CGEPC Dinner Meeting: Tax Updates TBD
TBD |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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® |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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