Event Calendar
November 5, 2024 |
YOUR CLIENT IS IN CHARGE, but THEY NEED DIRECTION
William R. Verhagen CFP®, CPA*, CFS, CLU®, ChFC®, CASL®, RICP®, |
November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
December 3, 2024 |
HOT TOPICS IN THE ESTATE PLANNING WORLD
A Panel Discussion Featuring Area Professionals |
December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
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 AnnualNAEPC Advanced Estate Planning Strategies Conference |
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