Event Calendar

March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: The Future Client and Future Advisor
George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
March 16, 2021 STUDY GROUP- Webinar: "Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion"
Speakers: Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA
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 1, 2021
NATIONAL EVENT:
NAEPC Webinar: Methods to Fund Buy-Sell Agreements: A complimentary webinar co-hosted with the Society of Financial Service Professionals
James S. Aussem, JD, AEP®
April 20, 2021 STUDY GROUP- Webinar: "Diversity, Equity and Inclusion"
TBA
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
April 22, 2021 TBA
TBA
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
May 18, 2021 STUDY GROUP- "Webinar: 529 Planning"
Speaker: 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
June 22, 2021 STUDY GROUP- "Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets"
Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)
June 23, 2021
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
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