Event Calendar

August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
September 16, 2020 "How to Avoid and What to do If Audited by the IRS"
Kym Anderson, CPA (Zoom Meeting)
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
October 21, 2020 "Family Disputes in Charitable Giving"
TBA (Zoom Meeting)
November 18, 2020 "What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19"
Justin Joy, JD, CIPP/US, CIPT (Webinar/CE Credit)
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 16, 2020 MERRY CHRISTMAS & HAPPY NEW YEAR!
January 20, 2021 "Uses for Life Insurance Beyond Taxes"
Robert Sesich, CFP (Zoom Meeting)
February 17, 2021 "Remote Signing, Witnessing and Notarization of Estate Planning Documents: is the Future Here?"
Timothy S. Reiniger, Esq (Webinar/CE Credit)
March 17, 2021 "The Effect of Longevity on Your Life Priorities"
Cynitha L. Hutchins, CRPC, CIMA (Webinar/CE Credit)
View Past Events