Grassi Advisors and Accountants - Platinum Sponsor

Event Calendar

October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 20, 2022 Breakfast Meeting- “State of Life Insurance Market”
John Brady- BKA Private Wealth Consultants
October 25, 2022 STUDY GROUP- Webinar: "Family Matters: How Business-Owning Families Can Work Together for a Unified Future"
Claudia B. Sangster
November 10, 2022 Dinner Meeting- TBA
Jonathan G. Blattmachr Jr., Esq.- Peak Trust Company and Martin M. Shenkman, CPA
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
November 29, 2022 STUDY GROUP- Webinar: TBA
TBA
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
December 15, 2022 Breakfast Meeting- "Medicaid and Elder Care"
Elizabeth Forspan, Esq.
December 27, 2022 STUDY GROUP- Webinar: TBA
TBA
January 19, 2023 Dinner Meeting- TBA
February 16, 2023 Breakfast Meeting- TBA
March 16, 2023 Dinner Meeting- TBA
April 20, 2023 Breakfast Meeting- TBA
May 23, 2023 Annual Officers' Conferment Dinner
View Past Events