Event Calendar

March 6, 2025 Elder Law Update for 2025 and Ancillary Matters
Anthony B. Ferraro, BS, MSTax, CPA, JD
March 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin
April 17, 2025 LCEPC - Young Professional Networking Meeting
Event Calendar - Young Professional Networking
April 23, 2025
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
May 1, 2025 TBD by Lindsey Paige Markus JD MA
Lindsey Paige Markus, JD MA
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
November 6, 2025 TBD
TBA
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