Event Calendar
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 7, 2025 | BCEPC Meeting: Domestic Asset Protection Trusts (DAPTs) |
| March 18, 2025 |
BCEPC Meeting: Estate & Trust Design – Professional Advisor Collaboration for Family Wealth Transfer Success
Steven S. Marken, Esq., Trustee Services Group PLLC |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
