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 |