Event Calendar

August 11, 2021 NAEPC Webinar Viewing Party: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, 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 8, 2021 NAEPC Webinar Viewing Party: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
September 23, 2021 BEPC Education Program: Planning for Clients Living with Chronic Illness
Martin Shenkman
October 13, 2021 NAEPC Webinar Viewing Party: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 27, 2021 BEPC Education Program: Tax Update
Sam Donaldson
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
December 2, 2021 BEPC Education Program: Baby Boomers and Planned Giving: A very special generation or just typical old people?
Russel James
December 8, 2021 NAEPC Webinar Viewing Party: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, 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®
January 12, 2022 BEPC Education Program: Risk Management and Assessment
Dante Disparte
February 24, 2022 BEPC Education Program: Economic Update
Anirban Basu
May 11, 2022 BEPC Education Program: When Responsible Investing is More Than Financial Returns - The Role of ESG in Portfolio Management
Travis A. Allen
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