Event Calendar
| May 20, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers
Jamie L. Mendelsohn, EVP and Jon B. Mendelsohn, CEO |
| June 4, 2024 | Joint EPC Happy Hour with Six Local Councils |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| September 10, 2024 |
Qualified Small Business Stock Planning
Joseph M Armstrong, Esq. of Offit Kurman |
| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 8, 2024 |
Chartable Planning
Cynthia Pritchard, CFRE, CSR - Wells Fargo Private Bank |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st AnnualNAEPC Advanced Estate Planning Strategies Conference |
| November 12, 2024 |
Life Insurances Policies-What Strategies Make Sense? What To Do With Old Policies?
Michael DiFilippo, CLU, ChFC - 1847 Private Client Group |
| December 10, 2024 | Holiday Party |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 14, 2025 |
Finding A Fiduciary Limited With Limited Choices
Kate Crary, Esq. - Gadsen,Schneider & Woodward |
| February 11, 2025 |
Register of Wills/Orphans' Court Updates
Panel from Delco Courthouse |
| March 11, 2025 |
A.I.
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
