Event Calendar

December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 15, 2025 Economic/Market Update
The Haverford Trust Company
February 12, 2025 Major Repercussions, Minor Children
Monique Lavender Greenberg, Esq.
March 12, 2025 Gifting Strategies for Closely-Held Businesses
Peter Moshang, Brian Balduzzi and Rachel Kieser
April 30, 2025 Joint Meeting with the BCEPC, hosted by BCEPC
Speaker from the Dementia Society
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events