Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 16, 2025 | 2025 Economic & Market Forecast |
| March 20, 2025 | Business Valuation / Using a LLC as an Estate Planning Tool |
| May 8, 2025 | Philanthropy & Charitable Planning / Annual Meeting |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
