Event Calendar
| December 10, 2024 |
Impact of Tax Cuts and Jobs Act Sunset & Tax Planning Considerations to Prepare for it
Alan Pecora CPA, AEP, Esq & Daniel Jones CPA/PFS, CFP, CRPC |
| 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 21, 2025 |
Tools to help Mitigate Sunsetting TCJA provisions
Kristin Coffey & Tim Muck |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
