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Event Calendar
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP® |
| December 14, 2021 |
STUDY GROUP Webinar: "Estate Planning for Modern Families- Planning for Diversity and Flexibility"
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®. |
| December 16, 2021 |
December Breakfast Meeting- "Elder Law & Special Needs Year in Review”
Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC |
| January 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished) |
| January 20, 2022 |
Dinner Meeting- "Tax Update"
Sanford J. Schlesinger, Esq.- Schlesinger Lazetera & Auchincloss LLP |
| January 25, 2022 |
STUDY GROUP- Webinar: "Recent Tax Changes Affecting Estate Planning"
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP® |
| February 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| February 17, 2022 |
Breakfast Meeting
TBA |
| February 22, 2022 |
STUDY GROUP- Webinar: "Introducing the In Marriage QDRO® - A Brand New Option"
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| March 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| March 17, 2022 |
Dinner Meeting- "Crypto Currency"
Jonathan Blattmachr, Jr, J.D., LL.M. (Taxation) |
| March 22, 2022 |
STUDY GROUP Webinar
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| April 20, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
| April 26, 2022 |
STUDY GROUP Webinar: "Ten Ways to Protect Your Client's Digital Assets"
Betsy L. Ehrenberg |
| April 28, 2022 |
Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly-Nassau County Surrogate |
| May 11, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD |
| May 24, 2022 | Annual Dinner- Officers' Conferment |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M. |
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
