Event Calendar

December 4, 2024 Breakfast (East Side): IT Security and Insurance Coverage: Before and After You are Compromised sponsored by HW & Co.
Peter Cavrell, Andrew Madzsar, and Rob Nugent
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Hot Tax, Social Security, and Medicare Saving Ideas in Today’s Environment
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) & Randy Gardner, JD, LLM, CPA/PFS, CFP, AEP® (Distinguished)
January 14, 2025 Luncheon: How to Read a Nonprofit Financial Statement and 990 Tax Return sponsored by Wellspring Financial Advisors
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