| December 5, 2023 |
AAEPC Mix & Mingle
|
| November 9, 2023 |
The SECURE 2.0 Act - CE Meeting
Anthony Curatola |
| October 25, 2023 |
31st Annual Fall Institute
|
| August 17, 2023 |
AAEPC Fall Kick-off Happy Hour
|
| May 10, 2023 |
31st Annual Spring Institute
|
| March 1, 2023 |
Understanding Social Security Retirement Benefits
Chad Dziedzic |
| December 6, 2022 |
AAEPC Mix & Mingle
|
| November 16, 2022 |
AAEPC - November Luncheon - “U.S. Economic Conditions and Outlook”
Tyler Atkinson |
| August 18, 2022 |
AAEPC Fall Kick-off Happy Hour
|
| May 12, 2022 |
30th Annual Spring Institute
See below |
| January 12, 2022 |
Joint Program with Panhanlde Chapter of CPA's
TBA |
| October 25, 2021 |
2021 Fall Seminar
See list below |
| August 13, 2021 |
Medicaid for the Elderly & People with Disabilities
Mr. Lee Frank |
| April 29, 2021 |
Creditor's Issues-Insolvency & The Estate
Nathan K. Griffin |
| April 5, 2021 |
Fall AAEPC Seminar
TBA |
| May 3, 2019 |
28th Annual Spring Institute on Estate Planning
|
| May 2, 2019 |
28th Annual Spring Institute on Estate Planning
|
| January 9, 2019 |
Transition Tools and Tough Talks
Dr. Shannon Ferrell |
| December 12, 2018 |
"Financial System and Regional Economic Overview
Mr. Ed Skelton |
| December 6, 2018 |
Mix & Mingle
|
| October 10, 2018 |
"Entrusted: Building a Legacy That Lasts"
Mr. Andrew Howell |
| May 1, 2018 |
27th Annual Institute on Estate Planning
See brochure for speaker listing |
| April 30, 2018 |
27th Annual Institute on Estate Planning
See brochure for speaker listing |
| January 24, 2018 |
The Tax Cuts and Jobs Act
Mr. Alan K. Davis, Attorney |
| December 12, 2017 |
2nd Annual Mix & Mingle
Social Event |
| December 7, 2017 |
Lend Me Your Ears
Mr. Ed Skelton |
| October 3, 2017 |
Landscape Long Term Care
Matt Hamann with Transamerica |
| May 12, 2017 |
26th Annual Institute on Estate Planning
Day Two: Edward J. McCaffery, Gerry W. Beyer |
| May 11, 2017 |
26th Annual Institute on Estate Planning
Day One: Michael V. Bourland, Lee Schwemer, Barry Albrecht, Rick B. Weaver, Clay Stribling, Shannon Ferrell, W. Mitch Jones |
| February 15, 2017 |
Integrating Technology & Next Generation into the Modern Financial Services Office
Daniel Brady, CFP, CLU & Brandon Abe, CFP |
| January 17, 2017 |
Quality of Life - MIT AgeLab (joint meeting with the Panhandle Chapter of TSCPA)
Stephen N. Parnell - Hartford Funds |
| December 13, 2016 |
Holiday Mix and Mingle - AAEPC, NAIFA, FSP
|
| December 7, 2016 |
Texas Economic and Banking Overview
Ed Skelton - Federal Reserve Bank of Dallas |
| October 6, 2016 |
Planned Giving Seminar (in conjunction with Amarillo Area Foundation)
Bryan K. Clontz |
|
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