Event Calendar

August 12, 2020
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
September 9, 2020
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 5, 2020 Private Placement Life Insurance - Solutions for Tax Efficiency & Asset Location
Ann Marie Liotta, Cohn Financial Group
October 14, 2020
NAEPC Webinar: International Planning
Joseph A. Field
October 22, 2020 EPG Happy Hour
November 2, 2020 November Continuing Education Event - Updates from the IRS
Andrea Medley
November 19, 2020 EPG Study Group
December 9, 2020
NAEPC Webinar: TBD
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
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