Event Calendar

November 10, 2020 Study Group- Webinar: "Creative Ways to Fund Business Owner Retirement"
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary 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 19, 2020 November Meeting- “Post Election Planning”
Sanford J. Schlesinger
December 8, 2020 Study Group- Webinar: "Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth."
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
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
December 17, 2020 December Meeting
TBA
January 12, 2021 Study Group- Webinar: "Virtual Shift: How to Work Online with Meetings, Webinars and More"
Dean DeLisle, Founder and CEO, Forward Progress
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