Event Calendar

December 6, 2023
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask
Jamie L. Mendelsohn
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
December 19, 2023
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: offered by MLG Capital - Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations
Billy Fox, CPA, SVP and Rick Reuter, CPA Controller
January 11, 2024 2024 Economic & Market Forecast
Faciliated by Tom McCartney, President FVEPC
January 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS
February 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Cryptocurrency
Abigail Earthman, JD, LL.M.
March 6, 2024 How to Navigate Assets That Are Based in Multiple States
Faciliated by John T. Matejcak, J.D. and panelists to includeDonna Hartl J.D., CPA of Roetzel & Andress
March 13, 2024
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
May 9, 2024 What to Know When Planning Care Options for Loved Ones + Annual Meeting
Faciliatated by Janine Smith, CEO & RN, and Linda Strohschein, JD
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
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