| April 16, 2025 |
"What High Wealth Taxpayers Need to Know About the IRS"
Mike Gregory |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP® , MBA |
| May 20, 2025 |
Principal and Income Act May Speaker Luncheon
Susan Kubar, J.D., M.S.T. |
| 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® |
| July 1, 2025 |
Payment for Advertisement in the EPC of Naples Annual Supplement
|
| September 9, 2025 |
"Complex Cases in Non Cash Assets"
Paul Caspersen |
| October 3, 2025 |
Save the Date: 34th Annual Success Event of the EPC of Naples
Stephanie Loomis-Price |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 1, 2025 |
Membership Application Form Fee
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