Crystal Clear Financial Group, LLC

Event Calendar

August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
August 15, 2024 Insights on Gift Planning (RSVP by 8/12)
Jason D Tripp, CFP, FCEP
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
September 19, 2024 Public Administration (RSVP by 9/16)
Wendy Lougnot, Esq & Terri York, Esq
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
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 Death and Funeral Planning (RSVP by 11/10)
Ryan Smith
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
December 18, 2024 TBA
TBA
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events