Estate Planning Council of San Diego

Prop 19 and Property Tax Changes

Tue, Oct 20 · San Diego, CA

NATIONAL EVENT: NAEPC Estate Planners Forum

Wed, Oct 21 · Virtual

NATIONAL EVENT: NAEPC Webinar: Complimentary - Veteran's Benefits

Wed, Nov 11 · Virtual

Five Tax Train Wrecks and How to Avoid Them

Tue, Nov 17 · San Diego, CA

Holiday Mixer

Tue, Dec 1 · San Diego, CA

NATIONAL EVENT: NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides

Wed, Dec 9 · Virtual

AI and Data Privacy

Tue, Jan 19 · San Diego, CA

NATIONAL EVENT: NAEPC Webinar: Complimentary - Is Variable Life Insurance More Expensive?

Wed, Jan 20 · Virtual

QSBS

Tue, Feb 16 · San Diego, CA

NATIONAL EVENT: NAEPC Webinar: Complimentary - I Love You to Death: How the Psychology of Mortality Changes Financial Decisions in Life Insurance, Annuities, Planned Giving, and Estate Planning

Thu, Feb 18 · Virtual

To Be Announced

Tue, Mar 16 · San Diego, CA

NATIONAL EVENT: NAEPC Webinar: Complimentary - Don't Be the Test Case: The Luck of the Irish Is Not a Tax Strategy

Wed, Mar 17 · Virtual

Spring Mixer

Tue, Apr 20 · San Diego, CA

NATIONAL EVENT: NAEPC Estate Planners Forum

Mon, May 3 · Virtual

To Be Announced

Tue, May 18 · San Diego, CA

To Be Announced

Tue, Jun 15 · San Diego, CA

NATIONAL EVENT: NAEPC Webinar: Complimentary - Updates and Insights from the NAEPC 2027 Estate Planners Forum

Wed, Jun 16 · Virtual

NATIONAL EVENT: NAEPC Webinar: Complimentary - All Grown Up with No Place to Live: Exploring Options for Helping Children or Other Family Members Acquire a Home

Wed, Jul 21 · Virtual

NATIONAL EVENT: NAEPC Webinar: Complimentary - Transition by Design: Successful Succession of the Family Business

Wed, Aug 18 · Virtual

NATIONAL EVENT: NAEPC Estate Planners Forum

Mon, May 8 · Virtual