Grassi Advisors and Accountants - Platinum Sponsor

Event Calendar

May 24, 2022 Annual Dinner- Officers' Conferment
May 31, 2022 STUDY GROUP: Webinar- “Do's and Don'ts of Estate Planning for Millennials”
Christine Wakeman, Esq.
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M.
June 21, 2022 STUDY GROUP Webinar- "Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency"
Abigail Earthman, JD, LL.M.
June 28, 2022
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: An Overview of Planning and Issue Spotting for Multinational Individuals and Families
Alexander A. Bove, Esq. and Karen L. Witherell
July 26, 2022 STUDY GROUP- Webinar- "Reviewing the Research on Attitudes & Psychology around Retirement"
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
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)
August 16, 2022 STUDY GROUP- Webinar "An Overview of Planning and Issue Spotting for Multinational Individuals and Families 3"
Alexander A. Bove, Esq. and Karen L. Witherell
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 20, 2022 STUDY GROUP- Webinar: " Current Issues in Estate and Gift Tax Audits and Litigation "
John W. Porter, B.B.A., JD, AEP® (Distinguished)
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 25, 2022 STUDY GROUP- Webinar: "Family Matters: How Business-Owning Families Can Work Together for a Unified Future"
Claudia B. Sangster
November 29, 2022 STUDY GROUP- Webinar: TBA
TBA
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 27, 2022 STUDY GROUP- Webinar: TBA
TBA
View Past Events