| March 20, 2025 |
Dinner Meeting- "Planning for Foreign Clients"
Avi Kestenbaum, Esq.- Meltzer, Lippe, Goldstein & Breitstone, LLP |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| April 24, 2025 |
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 14, 2025 |
STUDY GROUP- Webinar-"Strategies to Help Maximize Social Security Benefits"
Ash Ahluwalia, CFP®, MBA |
| June 3, 2025 |
Annual Officers’ Conferment Dinner
|
| 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 11, 2025 |
STUDY GROUP- Webinar-" Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’sVersion)"
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
|
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