Event Calendar

November 5, 2020 Financial Feminism: Women, Money, Wealth & Legacy VIRTUAL MEETING
Roslyn Dawson and Sonja Borda
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
December 3, 2020 SECURE Act VIRTUAL MEETING
Bob Keebler
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
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
View Past Events