Event Calendar
| December 6, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask
Jamie L. Mendelsohn |
| December 7, 2023 |
Breakfast Meeting Webinar: The Cryptocurrency Landscape for the T&E Community - Fall 2023 Edition
John L. Varga, III, ASA, Managing Director/Partner, MPI |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: offered by MLG Capital - Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations
Billy Fox, CPA, SVP and Rick Reuter, CPA Controller |
| January 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| January 17, 2024 |
Breakfast Meeting Webinar: The Importance of Building Cause-Marketing Into Your Practice
Tom Henske, CFP®, ChFC, CLU, CFS, CTS, CES, CLTC, The Affluent Insurance Advisor |
| February 7, 2024 |
2024 Heckerling Highlights
Jeremiah W. Doyle, IV, J.D., LL.M., Senior Estate Planning Strategist, BNY Mellon Wealth Management |
| February 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Cryptocurrency
Abigail Earthman, JD, LL.M. |
| March 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP |
| March 13, 2024 |
Breakfast Meeting Webinar: Creative Charitable Planning Strategies for 2024
Dennis Ladd, Vice President, Charitable Planning Consultant, Fidelity Charitable |
| April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn |
| May 8, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
| May 8, 2024 |
The Global Capital Markets – Opportunities & Risks – in a Presidential Election Year Amidst Global Unrest & Uncertainties
Scott Nevins, Principal, and Ben Goetsch, CFA and Senior Investment Strategist, Bernstein Private Wealth Management |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| View Past Events |
