| December 6, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask
Jamie L. Mendelsohn |
| December 6, 2023 |
Breakfast: Ohio Estate and Trust Legislative Update sponsored by HW&Co., CPAs & Advisors
M. Elizabeth Monihan |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: offered by MLG Capital - Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations
Billy Fox, CPA, SVP and Rick Reuter, CPA Controller |
| January 9, 2024 |
Luncheon: The CX Factor: How To Deliver An Exceptional Client Experience sponsored by Stout
Alyson Fieldman |
| January 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| February 13, 2024 |
Luncheon: Connecting the Generations: Experiential Philanthropic Giving Through the Family sponsored by Akron Children’s Hospital
Peter Balunek, Michael Novak |
| February 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Cryptocurrency
Abigail Earthman, JD, LL.M. |
| March 12, 2024 |
Luncheon: Heckerling Update sponsored by Fifth Third Private Bank
Joseph Mentrek and Jaclyn Vary |
| March 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP |
| April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn |
| April 17, 2024 |
Breakfast: Postnuptial Agreements (Enforceability) sponsored by Hahn Loeser Parks
TBD |
| May 6, 2024 |
Joint Luncheon with Tax Club of Cleveland: Policy Update sponsored by Wellspring Financial Advisors
Matt Kadish |
| May 8, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| June 12, 2024 |
Special Awards Celebration sponsored by PNC
|
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
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