| October 17, 2024 |
The New Normal for Charitable Tax Planning
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 13, 2024 |
Death and Funeral Planning (RSVP by 11/10)
Ryan Smith |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 18, 2024 |
Networking Event with FPA-CNY: Planning for the 2026 Sunset
Erika Hooker, Esq. & Cameron Bernard, Esq. of Bousquet Holstein PLLC |
| January 16, 2025 |
Accredited Estate Planner (AEP) Case Study Event
|
| March 20, 2025 |
Developing a Plan
|
| April 17, 2025 |
Interesting Trends With Millennials and Trusts
Al W. King, III, JD, LL.M., AEP (Distinguished), TEP |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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