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
October 21, 2020 Cybersecurity Awareness: Protect the Client
Victoria Bolton, Executive Director, Wealth Advisor, J.P. Morgan Private Bank, & Ileana van der Linde, Executive Director, J.P. Morgan
November 11, 2020 Planning with Life Insurance Trusts (ILITs)
Jessie A. Gilbert, Principal, Cummings & Lockwood LLC
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
December 16, 2020 Trends in Insurance Planning During a Pandemic Environment
Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual
January 20, 2021 Family Succession Planning
Pierre DuPont, Partner, Cerity Partners
February 10, 2021 Qualified Opportunity Zone Funds
Michael Jordan, CPA, Managing Director, & Joe Gill, CPA, Managing Director, Andersen
March 24, 2021 Topic TBA
Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC
May 12, 2021 Life Settlements
Jack Elder J.D., LL.M (Taxation), Vice President, Coventry
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