Next Meeting:
Wednesday, January 20, 2021
NAEPC Webinar Viewing Party: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
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January 20, 2021
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
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BEPC Education Program - Life Insurance Planning: Understanding the Tax, Legal, and Investment Fundamentals of Life Insurance and the Top Estate Planning Strategies Involving Life Insurance Today
David R. York, CPA MST
February 10, 2021
NAEPC Webinar Viewing Party: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
February 25, 2021
BEPC Education Program - Economic Update
Anirban Basu
See Full Calendar
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