| December 4, 2024 |
Breakfast (East Side): IT Security and Insurance Coverage: Before and After You are Compromised sponsored by HW & Co.
Peter Cavrell, Andrew Madzsar, and Rob Nugent |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 14, 2025 |
Luncheon: How to Read a Nonprofit Financial Statement and 990 Tax Return sponsored by Wellspring Financial Advisors
Mozelle Jackson, Jewish Federation of Cleveland, Michael Klein, Ciuni & Panichi, and Susan Krantz, Zinner & Co. |
| January 21, 2025 |
January 2025 Virtual Networking
|
| February 11, 2025 |
Luncheon: Heckerling Update sponsored by Fairway Wealth Management LLC
Joseph Mentrek |
| March 11, 2025 |
Luncheon: Valuing and Giving the Weird Stuff sponsored by BNY Wealth
Katie Collin, Cleveland Foundation and Patrick Polomsky, Stout |
| April 23, 2025 |
Breakfast (Independence): Advanced Care Planning Panel sponsored by Stout
Allison McMeechan, Matt Slain, and Catherine Rush |
| May 12, 2025 |
Annual Joint Luncheon with Tax Club: Executive Compensation sponsored by Fairport Wealth
Bob Dietz and Patty Shlonsky |
| June 5, 2025 |
Special Awards Celebration 2025 sponsored by PNC
|
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
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