Event Calendar
| May 14, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Strategies to Help Maximize Social Security Benefits
Ash Ahluwalia, CFP®, MBA |
| June 10, 2025 |
BCEPC Meeting: Managing Risks with Succession Planning
Dan Bowdey, Focal Point Business Coaching & Training; Robert J. Pyle, Diversified Asset Management, Inc.; and Jodi Martin, Martin Law Office, LLC |
| 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 15, 2025 | BCEPC Member Appreciation Happy Hour |
| September 9, 2025 | BCEPC Meeting |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference The Profession's Leading Experts |
| View Past Events |
