Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Best Practices in Social Security and Medicare Planning
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP, AEP® (Distinguished) |
| January 14, 2025 |
2024 - 2025 Market Commentary & Outlook
Nancy Taylor, CFA, CAIA®, Cape Cod 5 |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
