Event Calendar

February 4, 2021 Partnership Planning
Paul Lee
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEPĀ® (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, AEPĀ® (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