Event Calendar
| 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 |
Philanthropy: How we can help clients make a difference
Cynthia Pritchard - Wells Fargo Bank , N.A. |
| 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 AnnualNAEPC Advanced Estate Planning Strategies Conference October 20 - 24, 2024 |
| November 12, 2024 |
Optimizing Insurance Strategies in a Changing Landscape
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 With Limited Choices
Kate Crary, Esq. - Gadsen,Schneider & Woodward |
| February 11, 2025 |
Updates from the Orphans' Court
The Honorable Kathrynann Durham & Vincent Rongione, Register of Wills |
| March 11, 2025 |
A.I. and Ethics in the Financial Services
Azish Filabi, J.D., MA - The American College |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
