Event Calendar

October 15, 2024 Cross-Border Estate Planning
Michelle Graham & Helen Cheng
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
November 13, 2024
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA
November 19, 2024 Corporate Transparency Act
Juan Pablo
December 3, 2024 Holiday Mixer
Hosted by San Diego Foundation
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 21, 2025 So The Election Just Happened- Now What?
Dr. Carl Luna, Ph.D.
February 18, 2025 Cyber Security
Stephen Hicks
March 18, 2025 Tax- Efficient Charitable Giving for Entrepreneurs
Amy Takeuchi Wanlass and Cris Lutz
April 15, 2025 Spring Mixer
May 20, 2025 Handling of Digital Assets in Estate Planning and Settlement
Robert Barton
June 17, 2025 Directed Trust
Scott Sacchi and Sara Pike
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events