| February 27, 2025 |
Education Event - The State of Asset Protection in Ohio
D. Bowen Loeffler, Esq. |
| March 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Adequate Disclosure on Gift Tax Returns Form 709
Kyle C. Martin |
| March 19, 2025 |
Education Event - A Family Office Perspective: The Economy & Markets in 2025
Scott Richter, CFA & Andrew Wettle, CPA, CTFA |
| April 10, 2025 |
Toledo Treasures @ National Museum of Great Lakes
Kate Fineske, Executive Director |
| April 23, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning Tips and Developments
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| May 9, 2025 |
PROJECT 419 - The EVENT for Estate and Financial Planners
Headline Speakers: Eido M. Walny, JD, AEP, EPLS & Susan Rounds |
| 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® |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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