Event Calendar
| October 7, 2021 |
Estate Planning Amidst Growth of Cryptocurrency Wealth
Katy David and Brad Fletcher |
| 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® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 4, 2021 |
Private Foundations and Their Alternatives
Reynolds Cafferata (Hori, Choi and Cafferata) |
| December 2, 2021 |
Distribution Provisions: Say What You Mean-Mean What You Say
Leslie Keifer Amann (Sentinel Trust) |
| 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 6, 2022 |
Mum's the Word: Maintaining Client Confidentiality
Jeff Chadwick (Winstead) |
| February 3, 2022 |
The Importance of Gift Substantiation
Jonathan Tidd (Attorney) |
| March 3, 2022 |
Creative Planning for Modern Trusts
John Andrews (Andrews Barth) |
| April 7, 2022 |
Current Estate Planning Developments
Steve Akers (Bessemer) |
| May 5, 2022 |
The Criitical Role of Family Governance in Today's Estate Planning
Tom Rogerson (GenLegCo) |
| View Past Events |
