| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP®, MBA |
| May 20, 2025 |
Florida's New Income and Principal Act May Speaker Luncheon
Susan Kubar, J.D., M.S.T. |
| 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® |
| July 1, 2025 |
Payment for Advertisement in the EPC of Naples Annual Supplement
|
| September 9, 2025 |
"Complex Cases in Non Cash Assets"
Paul Caspersen |
| October 3, 2025 |
Save the Date: 34th Annual Success Event of the EPC of Naples
Stephanie Loomis-Price |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 1, 2025 |
Membership Application Form Fee
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