Event Calendar

December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
December 12, 2024 LCEPC Holiday Party on December 12, 2024
January 9, 2025 The Role of Wealth Advisors, CPAs and Attorneys in Real Estate: The Intersection of Planning Duties For Estate Planning Professionals in Like Kind Exchanges
Vasili D. Russis, J.D., C.P.A - Partner, Buckley Fine Law
March 6, 2025 Current and Future Trends in Elder Care Planning
Anthony B. Ferraro BS, MST, CPA, JD
May 1, 2025 TBD by Lindsey Paige Markus JD MA
Lindsey Paige Markus, JD MA
July 10, 2025 TBD by Justice Elizabeth Rochford
Supreme Court of Illinois Justice Elizabeth M. Rochford
September 11, 2025 How to Supersize Grantor Trust
James S. Farmer - CLU & ChFC - Managing Director
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events