Event Calendar

November 10, 2020
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary 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 Claims of Creditors: An Examination of The Claim Process
Kenneth Kemp, Esq.
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 9, 2020 Annual Meeting & SPECIAL EVENT
Surprise to be announced
January 7, 2021 Cross Border Tax Issues
Erica Harp, CPA
February 18, 2021 Trust Modifications
Jennifer Hammond, Esq.
March 18, 2021 Anatomy of a Property/Casualty Review
John White
April 22, 2021 Intersection of Divorce and Estate Planning
Beth Vogelsang & Christy O’Brien, Esqs.
May 20, 2021 TBD
J. Corey Vertich, CFP
September 16, 2021 Picasso or Porsche? Understanding Collections as Financial Assets
Patrick Trittler & Colleen Boyle
October 21, 2021 Heckerling Update
November 18, 2021 Today's Annuities
Jerry Skapyak
December 2, 2021 Annual Meeting & Holiday Event
View Past Events