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 8, 2020 Year-End Planning in 2020: Including Planning for a Biden Administration - VIRTUAL
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
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 12, 2020 The Central Role of Family Governance in Today’s Estate Planning - VIRTUAL
Tom Rogerson
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
January 21, 2021 January Membership Meeting
February 18, 2021 February Membership Meeting
March 18, 2021 March Membership Meeting
April 22, 2021 April Membership Meeting
May 20, 2021 May Membership Meeting
View Past Events