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 5, 2020 Private Placement Life Insurance - Solutions for Tax Efficiency & Asset Location
Ann Marie Liotta, Cohn Financial Group
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 22, 2020 EPG Happy Hour
November 2, 2020 Ethical and Professional Challenges of Dealing with Elder Financial Abuse
Mary Radford
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 19, 2020 EPG Study Group
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 4, 2021 January Continuing Education Event
Yung-Yu Ma and Michael Stritch, BMO Wealth Management
January 21, 2021 EPG Happy Hour
February 1, 2021 February Continuing Education Event
Sam Donaldson, J.D., LL.M.
February 18, 2021 EPG Study Group
March 1, 2021 March Continuing Education Event
Paul Lee, Northern Trust
March 18, 2021 EPG Happy Hour
April 22, 2021 EPG Study Group
May 3, 2021 May Continuing Education Event - Ethics
Nancy B. Rapoport, UNLV William S. Boyd School of Law
May 20, 2021 EPG Happy Hour
View Past Events