Event Calendar
| October 1, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP® |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel |
| October 19, 2020 |
Planning After the CARES and SECURE Acts
Rebecca Warren, Senior Manager, Private Client Services – RSM |
| November 10, 2020 |
NATIONAL EVENT:
57th Annual NAEPCAdvanced Estate Planning Strategies Virtual Conference Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Richard M. Weber, MBA, CLU®, AEP® (Distinguished) Natalie B. Choate, Esq., AEP® (Distinguished) |
| November 16, 2020 |
Growing Your Practice In a Virtual Environment
Lift Consulting |
| November 19, 2020 |
Post Election Update
Courtney Rosenberger, Policy Research w/ Strategas & Kelsey Clair – Tax Strategists w/ Baird |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress |
| February 15, 2021 |
Heckerling Update
TBD |
| View Past Events |
