| April 23, 2025 |
Breakfast (Independence): Navigating the Journey: Special Needs Planning sponsored by Stout
Allison M. McMeechan, Esq., Catherine Rush, MBM, Matt Slain, FSCP®, and Joclene J. Vanik, Esq. |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 12, 2025 |
Annual Joint Luncheon with Tax Club: Executive Compensation sponsored by Fairport Wealth
Bob Dietz and Patty Shlonsky |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| 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 25, 2025 |
Special Awards Celebration 2025 sponsored by PNC
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
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