| October 1, 2024 |
SECURE Act 2.0
Lesley O'Brien |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| November 5, 2024 |
Practice of Law - What is Considered Unauthorized Practice of Law
TBD |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| December 3, 2024 |
Corporate Transparency Act
TBD |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 7, 2025 |
Estate Valuations
Chuck McKee - Bluegrass Auction and Appraisal, Lexington, KY |
| February 4, 2025 |
Heckerling Update
TBD |
| March 4, 2025 |
Qualified Domestic Relations Order (QDROs)
Eileen Zelle |
| May 6, 2025 |
Annual Outing/Service Project
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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