Event Calendar

April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Benefits of Integrating Personal Insurance into Estate Planning Discussions
Linda Bourn and Steven Kent
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 8, 2024 When to Create a Trust?
Panel Discussion
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
June 6, 2024 Board Meeting
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 1, 2024 Board Meeting
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024 Medina County Probate Court Updates
Judge Kevin Dunn or Magistrate Alicia Hathcock
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 3, 2024 Board Meeting
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 25, 2024 Continuing Education Session
TBD
November 13, 2024 Valuation of Closely Held Businesses
Tami Bolder of CBIZ
December 4, 2024 Annual Elections and Social
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events