| 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 6, 2025 |
May In-Person Meeting; Crafton Hills College hosts EPCSB
Topic: Planned 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 |
| February 17, 2026 |
February Virtual Meeting
TBD |
| March 17, 2026 |
March In-Person Meeting
TBD |
| April 21, 2026 |
April In-Person Meeting
TBD |
| May 19, 2026 |
May In-Person Meeting
TBD |
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