| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 18, 2025 |
Life Insurance Settlements - Benefits For Your Client . . . And You (rescheduled from September 2024)
Lisa Rehburg |
| April 15, 2025 |
Estate Fraud
Christopher Shumate, Esq. |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 6, 2025 |
May In-Person Meeting; Crafton Hills College hosts EPCSB
Topic: Charitable Giving |
| 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® |
| September 16, 2025 |
September In-Person Meeting
Jeff Prang, Los Angeles County Assessor |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 21, 2025 |
October In-Person Meeting
TBD |
| December 16, 2025 |
December In-Person Meeting
TBD |
| January 20, 2026 |
January Joint Meeting with EPC Riverside
TBD |
|
View Past Events
|
