| February 25, 2025 |
Membership Meeting | Race & Wealth Speaker Series
Justene Hill Edwards, PhD, University of Virginia |
| March 10, 2025 |
Webinar | Highlights from the 2025 Heckerling Institute on Estate Planning
Leslie Wood Brandenham, Bessemer Trust |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 30, 2025 |
Joint Councils Meeting - Guiding Through Grief: Practical Strategies for Supporting Clients and Families After a Life-Changing Diagnosis or End-of-Life Transition
Nancy Fagan, CMC, Continuum Care Strategies; Melinda Merk, McCandlish Lillard; Fran Tilton Shelton, Faith & Grief Ministries |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 20, 2025 |
Family Office Symposium and Annual Membership Meeting
|
| 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® |
| June 30, 2025 |
Student and Associate Membership Dues (2024-2025)
|
| June 30, 2025 |
No Show Fee
|
| June 30, 2025 |
New Member Fee
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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