Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 28, 2025 |
Breakfast meeting: Economic and Market Review
Rob Britton, CFA and Herb Schechter, CPA |
| February 13, 2025 |
Winter Social Networking Event
Connect with Cocktails at The Local - West End |
| February 25, 2025 | Breakfast meeting: Heckerling Review |
| March 25, 2025 | Breakfast meeting: Mediation Panel |
| April 22, 2025 | Breakfast meeting: Trustee Panel |
| May 27, 2025 | Spring Social Event |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
