Event Calendar
| November 21, 2024 |
Dinner Meeting- "Sunsetting of Estate Tax Exemption"
Andrew Reinhart - Wells Fargo (introduced by Joann Berman) |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| December 17, 2024 |
Study Group-Webinar- "101 Tax Savings Ideas"
Julie A. Welch, CPA/PFS, CFP®, AEP® |
| January 23, 2025 |
Dinner Meeting- "Post Mortem Tax Planning"
"-Brian Conboy, TO and Elisa Pickel, Esq. - Fiduciary Trust Company Interrnational |
| February 13, 2025 |
Breakfast Meeting- "Mental Health in Estate Planning"
TBA |
| March 20, 2025 |
Dinner Meeting- "Planning for Foreign Clients"
Avi Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP |
| April 24, 2025 |
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly |
| June 3, 2025 | Annual Officers’ Conferment Dinner |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
