Event Calendar

February 25, 2025 How the AI Universe Will Affect Valuations in the Future
Joe Baratta, Senior Vice President, Head of Trusts & Estates, North America Bonhams
March 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin
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
April 23, 2025
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
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
Jeffrey C. Messerschmidt, CPA, Partner, Navolio & Tallman, LLP and Christopher A. Karachale, Partner, Hanson Bridgett, LLP
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
August 21, 2025 President's Dinner
TBD
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
Doug Clark and Steve Tackes
December 10, 2025 Holiday Event
View Past Events