Event Calendar
| October 30, 2024 |
What You Need to Know about the New Guardianship Law
Dianne Magee of Grim, Biehn & Thatcher and Eric Marttila of County of Bucks |
| November 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: From Deductibles to Donut Holes: How to Decipher Your Medicare Choices
Dianne Savastano, BSN, MBA |
| November 20, 2024 |
The State of Orphan's Court
Orphans' Court Judges |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 29, 2025 |
Monthly Breakfast Meeting
Ross E. Bruch, Senior Wealth Planner, BROWN BROTHERS HARRIMAN & CO. |
| February 26, 2025 |
Heckerling Conference Recap
Marty Babitz of BNY Mellon |
| March 26, 2025 |
Tax Update - Sunset Provision
Steve Slade of Wouch, Maloney & Co, LLP |
| April 23, 2025 |
Joint Dinner Meeting with MCEPC
To be Announced |
| May 21, 2025 |
Plan for Aging
Jay Burgman of The Burgman Financial Group and Richard Newman of Rothkoff Law Group |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
