Event Calendar
| February 25, 2025 |
Heckerling Update 2025 [Virtual Event]
Glenn Henkel, Esq. and Marty Babitz, Esq. |
| February 25, 2025 |
RSVP for Heckerling Update 2025 !
Glenn Henkel, Esq. and Marty Babitz, Esq. |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 25, 2025 |
Modifying Terminating and Decanting Trusts, Oh My!
Lisa Presser, Esq. and Brian Balduzzi, Esq. |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 7, 2025 |
Estate Planning for the 99% of Us
Jordon Rosen, CPA MST, AEP |
| 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 17, 2025 |
Annual Meeting Luncheon - Estate Planning & Charitable Giving
Bank of America and Princeton Art Museum |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
