Event Calendar
| February 4, 2021 |
Partnership Planning
Paul Lee |
| February 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| March 4, 2021 |
Pitfalls and Traps of Old Policies and How to Fix Them
Bobby Samuelson |
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD |
| April 1, 2021 |
Current Estate Planning Developments
Steve Akers |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| May 6, 2021 |
Unwinding Estate Plans Because of Changed Circumstances
Sam Donaldson |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
