Past Events

October 30, 2024 32nd Annual Fall Institute
August 22, 2024 AAEPC Fall Kick-off Happy Hour
June 4, 2024 AAEPC & TXCPA - Sod Poodles Game
May 8, 2024 32nd Annual Spring Institute
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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