Event Calendar
| December 2, 2021 |
Distribution Provisions: Say What You Mean-Mean What You Say
Leslie Kiefer 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) and Kim Kamin, JD, AEP® |
| January 6, 2022 |
Mum's the Word: Maintaining Client Confidentiality
Jeff Chadwick (Winstead) |
| January 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished) |
| February 3, 2022 |
The Importance of Gift Substantiation
Jonathan Tidd (Attorney) |
| February 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| March 3, 2022 |
Creative Planning for Modern Trusts
John Andrews (Andrews Barth) |
| March 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| April 7, 2022 |
Current Estate Planning Developments
Steve Akers (Bessemer) |
| April 20, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
| May 5, 2022 |
The Criitical Role of Family Governance in Today's Estate Planning
Tom Rogerson (GenLegCo) |
| May 11, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M. |
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
