| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| October 19, 2022 |
What You Forgot (or Never Knew) About International Estate Planning
Brent Nelson, Rimon Law |
| 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 16, 2022 |
The Thief in Your Client’s Family
Tiffany Couch, CEO/Founder, Acuity Forensics |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. |
| December 14, 2022 |
Moving and holding business interests into and as an asset in an irrevocable trust, complexities and opportunities
Chris Siegle, Wealth Advisor JPMorgan Private Bank |
| January 20, 2023 |
Estate Planners Day 2023
Sam Donaldson, Shelly Donaldson |
| February 15, 2023 |
The New Normal for Charitable Tax Planning
Justin Miller JD LLM TEP AEP CFP, Partner and National Director of Wealth Planning, Evercore Wealth Management, Managing Director, Evercore Trust Company |
| March 15, 2023 |
Estate Planning for Modern Families: Planning for Diversity and Flexibility
Kim Kamin, JD AEP, Partner and Chief Wealth Strategist, Gresham Partners LLC (Chicago IL) |
| April 19, 2023 |
Retirement planning after the enactment of SECURE: Now what?
Stephanie Tribe, Director, Fennemore |
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