Event Calendar

February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEPĀ® (Distinguished)
March 9, 2021 1919 The Year That Changed America
Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
May 11, 2021 Fiduciary, Individual, and Estate Tax Best Practices, Coordination, & Compliance
Charlie Kennedy, CPA, MBA, Vice President and Director of Tax Services at GT Reilly & Company
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
June 8, 2021 Half-Day Seminar with Natalie Choate! Case Studies: Estate Planning for Retirement Benefits after SECURE & Trusts as Beneficiaries of Retirement Benefits
Natalie B. Choate
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEPĀ® (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