Event Calendar

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 Philanthropy: How we can help clients make a difference
Cynthia Pritchard, CFRE, CSR - Wells Fargo Private Bank
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
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 Annual
NAEPC Advanced Estate Planning Strategies Conference
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