April 19, 2023 |
Retirement planning after the enactment of SECURE: Now what?
Stephanie Tribe, Director, Fennemore |
April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
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June 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Business Succession Planning
James S. Aussem, JD, AEP® (Distinguished) |
June 9, 2023 |
Bonus Summer Sessions co-sponsored with Community Foundation for Southern Arizona
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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 |
July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
July 14, 2023 |
Bonus Summer Sessions co-sponsored with Community Foundation for Southern Arizona
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August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King |
September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
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 18, 2023 |
SECURE Act and SECURE 2.0
Sarah A. Brenner, Ed Slott and Company, L.L.C. |
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
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November 15, 2023 |
TBD
Dr. Anirban Basu, Sage Policy Group, Inc. |
December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
February 21, 2024 |
Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, Evercore Wealth Management, LLC |
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