Event Calendar

October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 20 - 24, 2024
October 22, 2024 Fall Social with EPC and NOCGP sponsored by Clearstead
November 12, 2024 Luncheon co-hosted with CFA Society: Long-term Care Provision and Insurance in the US sponsored by Sequoia Financial Group
Karen A. Kopecky
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 November 2024 Virtual Networking
December 4, 2024 Breakfast (East Side): IT Security and Insurance Coverage: Before and After You are Compromised - What You Do Not Know Will Scare You!
TBD
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished)
January 14, 2025 Luncheon: How to Read a Nonprofit Financial Statement and 990 Tax Return
Mozelle Jackson, Jewish Federation of Cleveland, Michael Klein, Ciuni & Panichi, and Susan Krantz, Zinner & Co.
January 21, 2025 January 2025 Virtual Networking
February 11, 2025 Luncheon: Heckerling Update sponsored by Fairway Wealth Management LLC
Joseph Mentrek
March 11, 2025 Luncheon: Valuing and Giving the Weird Stuff sponsored by BNY Wealth
Katie Collin, Cleveland Foundation and Patrick Polomsky, Stout
April 23, 2025 Breakfast (Independence): Advanced Care Planning Panel sponsored by Stout
Allison McMeechan, Matt Slain, and Catherine Rush
May 12, 2025 Annual Joint Luncheon with Tax Club: Executive Compensation sponsored by Fairport Wealth
Bob Dietz and Patty Shlonsky
June 5, 2025 Special Awards Celebration 2025 sponsored by PNC
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events