Event Calendar
March 5, 2025 |
Breakfast Meeting: Estate Planning for Pets
Melissa Gillespie, Esq., CPA, MST, Law Offices of Melissa Gillespie (Manhattan and Huntington) |
April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
May 7, 2025 |
Annual Meeting & Dinner Program
The Honorable Lisa K. Wexler, Westport/Weston Probate Court |
May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
June 11, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP® |
October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
View Past Events |