| September 12, 2024 |
Dinner Meeting: Principal and Income - Understanding the Evolution of Florida’s Act and Planning for the Future
Jolyon D. Acosta, Esq. |
| October 1, 2024 |
Lunch & Learn: The Corporate Transparency Act - Requirements and Implications for Attorneys and Fiduciaries.
Andrew Thompson |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
|
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 14, 2024 |
Dinner Meeting: Basics of Asset Protection in Florida
Robert H. Bo Trudeau, Esq. |
| December 3, 2024 |
Lunch & Learn: 'Tis the Season…Charitable Giving
Phillip Henry |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 16, 2025 |
Dinner Meeting: IRAs & Post-Mortem Planning
Bob Kirkland |
| February 4, 2025 |
Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA |
| March 13, 2025 |
Dinner Meeting: Estate Planning Paralysis - Getting Your Clients to Act Before the Potential Sunset
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
| April 1, 2025 |
Lunch & Learn: Topic To Be Announced
Speaker To Be Announced |
| April 24, 2025 |
Year-End Annual Meeting
St. Johns Rivership Co |
| September 11, 2025 |
Dinner Meeting: More Details To Come
Speaker To Be Announced |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
|
View Past Events
|
