Event Calendar
| April 23, 2025 |
Deferring Taxes in Selling a Business or a Property
Kelly Ramsdale |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| 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 AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 19, 2025 |
Medicare/Medicaid
Brad Yablonsky |
| View Past Events |
