| March 9, 2021 |
Webinar: Interdisciplinary State of Estate Planning with Distinguished Estate Planners sponsored by Walden Wealth Partners
Howard B. Edelstein, Ginger F. Mlakar, Radd L. Riebe, and Roger L. Shumaker |
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Future Client and Future Advisor
George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP® |
| March 18, 2021 |
March 2021 Virtual Networking
|
| April 1, 2021 |
NATIONAL EVENT:
NAEPC Webinar: A complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP® |
| April 13, 2021 |
Webinar: TBD Topic sponsored by HW & Co.
TBD |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP® |
| April 22, 2021 |
April 2021 Virtual Networking
|
| May 11, 2021 |
Webinar: Special Joint Meeting with Tax Club of Cleveland sponsored by AB Bernstein
Clifford Scherwinski |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| May 20, 2021 |
May 2021 Virtual Networking
|
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| June 23, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished) |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) |
| September 15, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| 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® |
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