Event Calendar

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 Timely Planning Opportunities for 2022
Caroline “Carly” Brooks, JD, CFP®, AVP & Counsel, Head of John Hancock Advanced Markets, and John Fitzpatrick, ALMI®, ACS®, Regional Vice President, John Hancock
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
February 9, 2022 Advanced Planning for the Business Owner
Michael Clear, JD, Partner, Private Client Services Department, Wiggin and Dana
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
March 23, 2022 Breakfast Webinar - Topic TBA
TBA
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
May 11, 2022 Annual Meeting & Evening Webinar - Topic TBA
TBA
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