Event Calendar
| October 22, 2024 | Joint Networking Dinner Meeting with the Estate Planning Council of Westchester County |
| 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: AI in Estate Planning
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 15, 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 AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
