| June 14, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss |
| June 15, 2023 |
Wendy Mara, JD, MB, CAP speaking on Guardianships, Disability and Income/Assets of Disabled
Wendy Mara, JD, MBA, CAP |
| July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE |
| July 20, 2023 |
Monthly Social Event
TBD |
| August 7, 2023 |
Quarterly Board Meeting
Various |
| August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. |
| August 24, 2023 |
No August Meeting - Off Month
No Meeting This Month |
| September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP® |
| September 21, 2023 |
Monthly Meeting
TBD |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 19, 2023 |
Monthly Meeting
TBD |
| November 12, 2023 |
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
|
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