Event Calendar
| December 11, 2024 |
December Quarterly Dinner Meeting
David Fain, CFP, CLU & Vicente Pina, MBA, AEP, CLU, ChFC |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 15, 2025 |
Janauary Lunch Hour Webinar
Marilyn Richards |
| February 12, 2025 |
February Quarterly Dinner Meeting
Cat Connell, K&L Gates |
| May 21, 2025 |
May Quarterly Dinner Meeting
TBA |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
