Event Calendar

December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 9, 2025 How Not to Ruin Your Kids with Money - (NOTE CHANGE OF LOCATION)
Mark Shiller
January 9, 2025 Membership Annual Meeting - (NOTE CHANGE OF LOCATION)
FVEPC Board of Directors
February 13, 2025 Heckerling Update - (NOTE CHANGE OF LOCATION)
Melissa Devantier
April 10, 2025 Life Insurance - How do you Own it and How do you Finance the Premiums
Sagemark - Paul Meyer
May 8, 2025 Charitable Trust Planning - CRTS and CLTs
TBD
June 12, 2025 Golf Outing
Host - Mark Smith
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events