Event Calendar

January 27, 2021 How Financial Planning Can Aid Estate Planning
Robin Sherwood, CFP®, Executive Vice President and Chief Compliance Officer, HTG Investment Advisors Inc.
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: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
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: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
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