Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 13, 2020 Webinar: Who Cares About Being Secure: SECURE, CARES and the New World of Planning for Qualified Plans and IRAs sponsored by University Hospitals
J. Paul Fidler
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 15, 2020 October 2020 Virtual Networking
November 10, 2020 Webinar: Post-Election Analysis sponsored by Fifth Third Private Bank
Matthew Kadish
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 19, 2020 November 2020 Virtual Networking
December 8, 2020 Webinar: Current Legislation and Impact on Charitable Giving sponsored by Zinner & Co.
Donald Laubacher
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
December 17, 2020 December 2020 Virtual Networking
January 12, 2021 Webinar: Data Privacy sponsored by Sequoia Financial Group
Janine Spear
February 9, 2021 Webinar: TBD Topic
TBD
March 9, 2021 Webinar: TBD Topic sponsored by Walden Wealth Partners
TBD
April 13, 2021 Webinar: TBD Topic
TBD
May 11, 2021 Webinar: TBD Topic sponsored by AB Bernstein
TBD
View Past Events