Event Calendar

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
View Past Events