Event Calendar

December 2, 2020
NATIONAL EVENT:
10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished)
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- “Smarter Social Security”
Daniel G. Mazzola, CFA, CPA, CFP- Moderator: Stephen J. Silverberg, Esq., CELA, AEP®
January 12, 2021 Study Group- Webinar: "Virtual Shift: How to Work Online with Meetings, Webinars and More"
Dean DeLisle, Founder and CEO, Forward Progress
January 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
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, AEP®; Gr
January 21, 2021 TBA
TBA
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
February 18, 2021 TBA
TBA
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
March 18, 2021 TBA
TBA
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: TBD
TBD
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