Event Calendar

October 19, 2022
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 26, 2022 Sustainable Investing & Fiduciary Duty
Emily Brunner, Wealth Advisor, Zach Chafitz, Investment Specialist, and Hank Snyder, Senior Private Banker, JP Morgan Private Bank
November 15, 2022
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
November 16, 2022 Bernstein Private Wealth Global Capital Market Update – The Impact of Inflation and Interest Rates, The Mid-Term Elections, and Global Unrest
Roosevelt D. Bowman, Senior Investment Strategist, Bernstein’s Wealth Strategies Group
December 14, 2022
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
December 14, 2022 The Federal Estate Tax Exemption: Use It or Lose It
Stacey McMahan, JD, CLU, ChFC, Director, Advanced Designs, Pacific Life Insurance Company
January 18, 2023 Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning
Jamie Mendelsohn, EVP, Ashar Group
February 15, 2023 TBA
March 8, 2023 TBA
May 10, 2023 Annual Meeting & Networking Event
View Past Events