| May 1, 2025 |
Not all Trusts are Created Equal -Proactive Estate Planning Strategies to Minimize Estate & Income Tax
Lindsey Paige Markus, JD MA |
| May 6, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
April Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) |
| 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 19, 2025 |
LCEPC - Young Professional Networking Meeting
Event Calendar - Young Professional Networking |
| July 10, 2025 |
TBD by Justice Elizabeth Rochford
Supreme Court of Illinois Justice Elizabeth M. Rochford |
| August 21, 2025 |
LCEPC - Young Professional Networking Meeting
Event Calendar - Young Professional Networking |
| September 11, 2025 |
How to Supersize Grantor Trust
James S. Farmer - CLU & ChFC - Managing Director |
| October 16, 2025 |
LCEPC - Young Professional Networking Meeting
Event Calendar - Young Professional Networking |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 6, 2025 |
TBD
TBA |
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