Event Calendar

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), AEPĀ® (Distinguished)
October 18, 2023 Estate Planning for Retirement Accounts: New Rules and Opportunities After SECURE and SECURE 2.0
Sarah A. Brenner, Ed Slott and Company, L.L.C.
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 15, 2023 Market Update
Dr. Anirban Basu, Sage Policy Group, Inc.
December 13, 2023 TBD
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 26, 2024 Estate Planners Day 2024
Edwin P. Morrow III, Esq. Wealth Strategist with Huntington Private Bank and S. Gray Edmondson, Esq. Edmondson Sage Allen PLLC
February 21, 2024 Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, Evercore Wealth Management, LLC
March 20, 2024 Use and Misuse of Marital Deduction
Lauren J. Wolven, Levenfeld Pearlstein
April 17, 2024 Reading, Interpreting and Drafting
Leslie Kiefer Amann, Sentinel Trust
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