Event Calendar
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP® |
| January 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished) |
| January 26, 2022 |
Timely Planning Opportunities for 2022
Caroline “Carly” Brooks, JD, CFP®, AVP & Counsel, Head of John Hancock Advanced Markets, and John Fitzpatrick, ALMI®, ACS®, Regional Vice President, John Hancock |
| February 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| February 9, 2022 |
Advanced Planning for the Business Owner
Michael Clear, JD, Partner, Private Client Services Department, Wiggin and Dana |
| March 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| March 23, 2022 |
Breakfast Webinar - Topic TBA
TBA |
| April 20, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
| May 11, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD |
| May 11, 2022 |
Annual Meeting & Evening Webinar - Topic TBA
TBA |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M. |
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
