Event Calendar

February 27, 2024
NATIONAL EVENT:
NAEPC Webinar: Life Insurance Valuations Support Client Conversations During Tax Season - Complimentary Sponsored Webinar: Offered by Ashar Group
Jamie L. Mendelsohn, EVP - Ashar Group
March 13, 2024
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP
March 21, 2024 Monthly Meeting and Urgent Update on Corporate Transparency Act (CTA) and Beneficial Ownership Reporting (BOI).
John Ferguson and Bill Rice of Cobb Cole
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn
April 18, 2024 Monthly Meeting
TBD
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 6, 2024 Quarterly Board Meeting
Various
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 16, 2024 Monthly Meeting
TBD
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
June 20, 2024 Monthly Meeting
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
July 18, 2024 Monthly Social Event
August 5, 2024 Quarterly Board Meeting
Various
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®
September 19, 2024 Monthly Meeting
TBD
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 17, 2024 Monthly Meeting
TBD
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
November 4, 2024 Quarterly Board Meeting
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events