| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| May 8, 2025 |
SFEPC Networking Social
|
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 15, 2025 |
The Uses of Social Security in Estate Planning
Steve Parrish |
| 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® |
| June 17, 2025 |
Ethics-Based Obligations in Specific Client Engagements
Cannon Teleconference |
| July 22, 2025 |
Balancing Income Tax Planning and Estate Tax Planning
Cannon Teleconference |
| August 19, 2025 |
Avoiding the Future Disruption of an Estate Plan
Cannon Teleconference |
| September 19, 2025 |
Joint Meeting with the SD State Bar
Paul Hood |
| October 16, 2025 |
Significant, Curious, or Downright Fascinating Fiduciary Cases
Dana Fitzsimons |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| October 21, 2025 |
Charitable Giving - Seeking the Perfect Match Between Donor and Donee
Cannon Teleconference |
| November 18, 2025 |
Asset Protection Planning - What Can Succeed and What's Doomed to Failure
Cannon Teleconference |
| November 20, 2025 |
Combining and Tiering Family & Charitable Goals in Estate Planning
Marc Littlecott |
| December 11, 2025 |
AI and Its Impact on Today’s Estate Planner & Estate Planning for Cyber Property
Gerry Beyer |
|
View Past Events
|
