Event Calendar

November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 9, 2021 Transition Options for Business Owners sponsored by AB Bernstein
Daniel Weinmann
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
December 14, 2021 December Luncheon sponsored by Sequoia Financial Group
TBD
January 11, 2022 January Luncheon sponsored by Buckingham, Doolittle & Burroughs, LLC
TBD
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 20, 2022 January 2022 Virtual Networking
February 8, 2022 Heckerling Institute Update 2022 sponsored by Key Private Bank
TBD
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 8, 2022 March Luncheon
TBD
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 12, 2022 April Luncheon
TBD
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
May 10, 2022 May Luncheon sponsored by The Cleveland Foundation
TBD
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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