Event Calendar

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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