Event Calendar

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 Breakfast Webinar: Planning on AI: The Future of Estate Planning in the Age of Artificial Intelligence
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
December 11, 2024 Social Media / Cybersecurity
Richard Landau, M20 Associates, LLC
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 22, 2025 Breakfast Webinar: The Generationality of Work Today
Jonathan Sheppard, President & CEO, J. Sheppard Associates
February 5, 2025 Behind the Curtain: How Corporate Trustees Make Decisions
Jaclyn G. Fetter, J.D., LL.M., Senior Fiduciary Counsel, and Peter Slater, Senior Fiduciary Counsel, Bessemer Trust
March 5, 2025 Estate Planning for Pets
Melissa Gillespie, Esq., CPA, MST
May 7, 2025 Annual Meeting & Dinner Program
The Honorable Lisa K. Wexler, Westport/Weston Probate Court
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events