Event Calendar

October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 21, 2021 Arizona Land and Water Trust: An introduction &resource for land owners
Liz Peterson, Arizona Land and Water Trust, Executive Director
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 17, 2021 Approaching Year End: Any planning steps to take now?
Sam Donaldson, Georgia State University, Professor
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
December 15, 2021 Navigating the Current Charitable Planning Landscape
Ginger Mlakar, Cleveland Foundation
January 21, 2022 Estate Planner Day 2022
TBD
February 16, 2022 February Meeting
Steve Siegel, President The Siegel Group
March 23, 2022 Just Like Starting Over: Decanting and trust modification
Amy K. Kanyuk, Esq., McDonald & Kanyuk, PLLC
April 27, 2022 April Meeting
 Paul Lee, Northern Trust Chief Tax Strategist
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