Event Calendar

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
May 28, 2025 Colorado West Estate Planning Council - Spring Meeting
Georgine M. Kryda, Ph.D., C.P.A., Esq
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®
August 27, 2025 Colorado West Estate Planning Council Summer Service Project
Details to follow!
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 19, 2025 Colorado West Estate Planning Council - Fall Meeting
CWEPC - Case Study
View Past Events