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Tuesday, September 9, 2025

When I’m 64: Planning for Aging Clients

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Tri-County EPC of The Villages

TRI-COUNTY EPC OF THE VILLAGES

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Event Calendar

August 13, 2025
NATIONAL EVENT:
NAEPC Webinar: Tax Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
September 9, 2025 When I’m 64: Planning for Aging Clients
Mari B. Adam, CFP®, MBA, CRPC®, CFT™
September 10, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
View Past Events

UPCOMING EVENTS

September 9, 2025

When I’m 64: Planning for Aging Clients

Mari B. Adam, CFP®, MBA, CRPC®, CFT™

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