Event Calendar

August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEPĀ® (Distinguished)
September 8, 2022 Estate Planning for Complex Family Situations
Facilitated by Luke Herlehy, JD, Dalton & Herlehy, P.C.
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Spousal Trusts: Opportunities and Pitfalls
Matthew G. Brown, Esq.
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
November 9, 2022 Estate Planning Considerations for Elderly Clients
Facilitated by Linda M Strohschein, J.D.
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 12, 2023 2023 Economic and Market Outlook
Facilitated by Tom McCartney, My Advisor & Planner
March 9, 2023 International Estate Planning
Facilitated by Jessica Amber Drew, JD, Partner, Clingen Callow & McLean, LLC
May 11, 2023 Regulatory and Tax Law Updates You Need to Know! / Annual Meeting
TBD
View Past Events