Event Calendar
| August 20, 2025 |
How Roth IRA Conversions Can Help to Increase After-Tax Wealth Accumulation and Reduce the Tax Burden of Multi-Generational Wealth Transfer
Andy DelMedico, CFP |
| September 10, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| September 19, 2025 |
Business Advising (RSVP by 9/16)
Ajit A. George and Jeffrey Bradke, JP Morgan Chase |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| October 30, 2025 |
Family Wealth - A Hard Look at the "Soft" Issues
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, CEO and Founder, Wealth Legacy Advisors LLC |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 14, 2025 |
Business Valuations (RSVP by 11/11)
Teryl Tidd, CPA, CVA, MBA |
| View Past Events |
