| January 22, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M. |
| January 28, 2025 |
NATIONAL EVENT:
NAEPC Webinar: The Secondary Market for Life Insurance: Current Trends, New Applications - Sponsored Session provided by Coventry
Peter M. Hershon, CLU®, ChFC® |
| January 28, 2025 |
What You Need to Know Regarding Charitable Giving in 2025 and Under the New Administration - Joint Event with PGRT
Rick Peck |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| February 25, 2025 |
EPCNN Breakfast Meeting - AI and Art
Joe Baratta |
| March 18, 2025 |
EPCNN Breakfast Meeting - What is Values-Based Investing
Shaun Morgan, Director of Business Development, EverSource Advisors |
| April 22, 2025 |
Nevada Tax and Trust Conference
Multiple Speakers |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 22, 2025 |
Annual May Event - QSBS: Planning, Stacking, Tracking
|
| 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® |
| July 22, 2025 |
EPCNN Social - The First 100 Days
Elliott Parker |
| September 16, 2025 |
EPCNN Breakfast Meeting
Stephanie Downer |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
| November 18, 2025 |
EPCNN Breakfast Meeting - Nevada Legislative Update - A Panel Perspective
Bob Armstrong and Steve Tackes |
| December 10, 2025 |
Holiday Event
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