Event Calendar

January 21, 2025 SUNSET of GIFT & ESTATE EXEMPTION
Jason Palmisano, J.D., LL.M
January 22, 2025
NATIONAL EVENT:
NAEPC Webinar: Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M.
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
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
View Past Events