Event Calendar

December 8, 2021 Your Own Personal CISO - Cybersecurity Insights For Your Firm, Yourself and Your Clients
Brian Edelman, CEO
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 26, 2022 Heckerling Estate and Gift Tax Update
Richard H. Greenberg, Esq.
February 9, 2022
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
March 9, 2022 What Attorneys, Trustees & Financial Advisors Need to Know About "Decision Support Material"
Steven S, Zeiger, CEBS, TEP
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
May 4, 2022 What to Look For in Your Clients Estate Documents
Michael K. Feinberg, Esq.
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events