Event Calendar
| 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 26, 2025 | EPCSED Happy Hour and AEP Informational Presentation |
| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| July 31, 2025 | EPCSED Summer Social |
| September 9, 2025 |
EPCSED Meeting: Tax Bill Update from an Estate Planning Perspective
Stephen E. Alloy, Pacific Life |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| November 11, 2025 |
EPCSED Meeting: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations
Ben Tiefenback, Esq., Commonwealth Community Trust |
| View Past Events |
