Event Calendar

June 28, 2022
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Rewirement: Rewiring The Way You Think About Retirement
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
July 21, 2022 July - Off Month
July - Off Month
August 8, 2022 Quarterly Board Meeting
Various
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
August 18, 2022 August - Off Month
August - Off Month
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Spousal Trusts: Opportunities and Pitfalls
Matthew G. Brown, Esq.
September 15, 2022 "Medicare & Medicaid Options & Solutions"
Galin Wynn Crist, Wynn Financial Group & Jane Eddy, National Planning Corp
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
October 20, 2022 "Baker Act, Marchman Act & Probate Litigation"
Michael Olivari, Ron Hertel (Baker & Marchman Acts), Vincent Lyons (Probate Litigation)
November 14, 2022 Quarterly Board Meeting
Various
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
November 17, 2022 "Financial Symposium"
Donna Higbee, Merrill Lynch; David Remey, Stifel, Nicolaus & Company, Inc;
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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