|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
|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)
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