Event Calendar

August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
September 3, 2020 Washington Update
Josh Holmes
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 1, 2020 Trustee Bootcamp
Dave Folz
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
November 5, 2020 Financial Feminism: Women, Money, Wealth & Legacy
Roslyn Dawson and Sonja Borda
December 3, 2020 SECURE Act
Bob Keebler
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 7, 2021 Unintended Consequences of Naming a Charitable Beneficiary in a Will or Trust
Mark Sales
February 4, 2021 Partnership Planning
Paul Lee
March 4, 2021 Pitfalls and Traps of Old Policies and How to Fix Them
Bobby Samuelson
April 1, 2021 Current Estate Planning Developments
Steve Akers
May 6, 2021 Unwinding Estate Plans Because of Changed Circumstances
Sam Donaldson
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