Event Calendar
| December 10, 2024 |
Holiday Dinner & Annual Meeting
n/a |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Some Reasonable Estate Planning Steps for the Middle Tier Family
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| January 23, 2025 | Monthly Meeting |
| February 3, 2025 | Quarterly Board Meeting |
| February 20, 2025 | Monthly Meeting |
| March 20, 2025 | Monthly Meeting |
| April 17, 2025 | Monthly Meeting |
| May 5, 2025 | Quarterly Board Meeting |
| May 15, 2025 | Monthly Meeting |
| June 19, 2025 | Monthly Meeting |
| August 4, 2025 | Quarterly Board Meeting |
| September 18, 2025 | Monthly Meeting |
| October 16, 2025 | Monthly Meeting |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| November 3, 2025 | Quarterly Board Meeting |
| View Past Events |
