Event Calendar

January 21, 2025 SUNSET of GIFT & ESTATE EXEMPTION
Jason Palmisano, J.D., LL.M
February 11, 2025 PHILANTHROPIC LEADERSHIP in NORTHEAST FLORIDA
Isaiah Oliver
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.
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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