Event Calendar

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
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
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
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
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
View Past Events