Event Calendar

December 2, 2020
NATIONAL EVENT:
10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished)
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 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gr
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
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
March 24, 2021 Topic TBA
Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
May 12, 2021 Life Settlements
Jack Elder J.D., LL.M (Taxation), Vice President, Coventry
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events