| 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 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 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| February 26, 2025 |
Estate Planning for Blended Families: Unique Concerns and Available Planning Techniques
Vickie Wilcox |
| March 26, 2025 |
Eldercare Network
Eldercare Network |
| April 23, 2025 |
Structured Installment Sales
Kelly Ransdale |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 28, 2025 |
What is Happening In Santa Fe?
Mayon Allan Webber |
| 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® |
| June 18, 2025 |
Real Estate Update
Barker Realty |
| July 17, 2025 |
Estate Sales and Appraisals
Madera Antiques |
| September 17, 2025 |
Planning Techniques
Luke Britt |
| October 16, 2025 |
TBD
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
| November 19, 2025 |
Medicare/Medicaid
Brad Yablonsky |
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