| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| September 18, 2024 |
Using Artificial Intelligence For Trusts and Estate Planning
Shawn Tuma |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 16, 2024 |
Trustees and Corporate Transparency Act
Jim Roberts |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 20, 2024 |
Resolving Disputes with the IRS
Josh Ungerman |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| December 18, 2024 |
Estate Planning from the Eyes of A Corporate Trustee
Jackie Davis |
| January 9, 2025 |
Tax Changes (or Planning Options) if the Tax Cuts and Jobs Act of 2017 Sunsets in 2026
Maya Brill |
| February 19, 2025 |
Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
Eric Reis |
| March 19, 2025 |
Beneficiary-Grantor Trusts: Effecting Planning with Defective Trusts
Toby Eisenberg |
| April 16, 2025 |
The Importance of Integrating a Complete Retirement/Estate Plan with Investments/Life Insurance/Income Annuities
Scott Sweet |
| May 21, 2025 |
Issues Arising from Trust Termination and Trustee Succession in Texas
David Johnson |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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