Event Calendar
| December 10, 2024 |
Importance of Professional Estate and Business Valuations
Sean Parrish of Parrish Valuations |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 14, 2025 |
Life Settlements: Navigating the Market and Client Options
Mark Isenman |
| February 18, 2025 |
Heckerling Recap 2025
Jeremiah W. Doyle IV, Esq. |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
