Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 10, 2020 PHILANTHROPY DAY
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 12, 2021 Legislative Update & State of the Massachusetts Estate Tax
Senator Julian Cyr, Massachusetts State Senate, Cape & Islands District
March 9, 2021 The Year That Changed America
Marty Sandler, National Book Award and 5-Time Emmy Award Winner, and Pulitzer Prize Nominee
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
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
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