Event Calendar

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 2, 2021 Economic Update - Federal Reserve
Pia Orrenius (Fed Reserve - Dallas)
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
October 7, 2021 Estate Planning Amidst Growth of Cryptocurrency Wealth
Katy David (Clark Hill)
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