Event Calendar

January 21, 2021 “Domicile Dilemmas During the Pandemic – The Tax Impact of Our Migratory Patterns on Individuals and Trusts”
Gail E. Cohen, General Trust Counsel and Craig Richards, Director of Tax Services- Fiduciary Trust International
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
February 18, 2021 “5 Critical Cybersecurity Measures Every Professional Organization Must Have In Place To Protect Your Company Data”
Michael Glasser- Glasser Tech, LLC- President
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
March 18, 2021 Panel Discussion: “Fiduciary Accountings and Protection of the Fiduciary – Who, What, Where, When, Why?”
Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP®
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 22, 2021 TBA
TBA
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
June 16, 2021 Annual Officers' Conferment Dinner
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events