Event Calendar

March 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin
March 19, 2025 What's Going On In New Jersey In 2025...And The Future...Political, Economic, Commerce and Industry, and Business
Senator Paul A. Sarlo (Deputy Majority Leader, New Jersey Senate) and Commissioner Germaine M. Ortiz (Chairperson, Bergen County Board of Commissioners)
April 23, 2025
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
May 14, 2025 May event
TBD
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 25, 2025 Annual Estate Planning Special Event
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events