Event Calendar

December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
December 17, 2024 Identifying Red Flags for Capacity and Undue Influence
Stacey Wood, PhD.
January 8, 2025 January Joint Meeting with EPC Riverside
February 18, 2025 Paying Caregivers from a Trust
Cheryl Severson of TEAM Risk Management Strategies
March 18, 2025 March In-Person Meeting
TBD
April 15, 2025 April Virtual Meeting
TBD
May 6, 2025 May In-Person Meeting; Crafton Hills College hosts EPCSB
Charitable Giving
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events