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 NAEPCAdvanced 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 |
| View Past Events |
