| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Executive Benefits Strategies Every Estate Planner Must Know
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 17, 2024 |
Recent Developments in Estate Planning
Joseph M. Higgins and H. Wes Taylor (Foley & Lardner LLP) |
| 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 21, 2024 |
The New Connelly Trap for Insured Buy-Sell Agreements
Randy S. Nelson (von Briesen & Roper, s.c.) |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 16, 2025 |
Remote Witnessing and Remote Notarization of Estate Planning Documents in Wisconsin
Catherine M. Priebe (Certus Legal Group, Ltd.) and Philip J. Miller (Husch Blackwell) |
| February 20, 2025 |
Estate Planning Considerations for Retirement Beneficiary Designations in Light of the SECURE Acts
Scott Grenier and Timothy Steffen (Baird Private Wealth Management) |
| March 20, 2025 |
Heckerling Institute on Estate Planning - 2025 Update
Victor J. Schultz (Prairie Trust) |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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