Event Calendar
| February 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| February 18, 2021 |
Trust Modifications
Jennifer Hammond, Esq. |
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD |
| March 18, 2021 |
Anatomy of a Property/Casualty Review
Josh White |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| April 22, 2021 |
Intersection of Divorce and Estate Planning
Beth Vogelsang & Christy O’Brien, Esqs. |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| May 20, 2021 |
TBD
J. Corey Vertich, CFP |
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 16, 2021 |
Picasso or Porsche? Understanding Collections as Financial Assets
Patrick Trittler & Colleen Boyle |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 21, 2021 |
Heckerling Update
TBD |
| November 18, 2021 |
Today's Annuities
Jerry Skapyak |
| December 2, 2021 | Annual Meeting & Holiday Event |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
