Event Calendar
| December 3, 2024 |
Holiday Mixer
Hosted by San Diego Foundation |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 21, 2025 |
So The Election Just Happened- Now What?
Dr. Carl Luna, Ph.D. |
| February 18, 2025 |
Cyber Security
Stephen Hicks |
| March 18, 2025 |
Tax- Efficient Charitable Giving for Entrepreneurs
Amy Takeuchi Wanlass and Cris Lutz |
| April 15, 2025 | Spring Mixer |
| May 20, 2025 |
Handling of Digital Assets in Estate Planning and Settlement
Robert Barton |
| June 17, 2025 |
Directed Trust
Scott Sacchi and Sara Pike |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
