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 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 4, 2020 Residency & Related Tax Issues
Joseph Scorese, Esq., Harwood Lloyd, LLC
December 2, 2020 Strategies For Hardship Giving & Giving In The Time of COVID-19
Jeffrey Haskell, Chief Legal Officer, Foundation Source
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
March 10, 2021 Staying Out of Trouble: Duties & Problems Surviving as a Trustee
Kimberly Starr Snavely, Esq. / PNC Wealth Management Panel
May 12, 2021 Post Election Income/Estate Tax Update
TBD
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