| 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® |
| February 11, 2025 |
PHILANTHROPIC LEADERSHIP in NORTHEAST FLORIDA
Isaiah Oliver & John Zell |
| February 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Into the Great Wide Open: Planning for Childfree Individuals
Jennifer B. Goode, JD |
| March 18, 2025 |
A.I. in ESTATE & FINANCIAL PLANNING
Paul Caspersen, CFP®, AEP®, MS. |
| April 22, 2025 |
EPC Social
EPC Annual Social |
| May 6, 2025 |
STAYING ATOP SHIFTING SANDS – A Practitioner’s Guide to Recent Federal Tax Developments
Samuel A. Donaldson, JD, LLM. |
| 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® |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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