Event Calendar

December 2, 2020
NATIONAL EVENT:
10th Annual AEP® and EPLS Forum and Election Ceremony for the NAEPC Estate Planning Hall of Fame® Class of 2020
...a Uniquely Collaborative Educational Experience
Turney P. Berry, JD, AEP® (Distinguished) & Charles A. Redd, JD, AEP® (Distinguished)
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 9, 2020 Politics & Estate Planning: Impact of the 2020 Election on Basic and Advanced Planning Strategies
Jamie Mendelsohn, Ashar Group, Orlando, FL
January 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished), Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gr
January 22, 2021 Estate Planners Day
Samuel A. Donaldson , Georgia State University & L. Paul Hood, Jr., Vice-President, Thompson & Associates
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
February 17, 2021 Private Placement Life Insurance:  A New Perspective On Insurance
Mary Ann Mancini, Loeb & Loeb LLP, Washington, DC
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
March 17, 2021 Future of Our Practices: Reading the Tea Leaves
Panel
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
April 21, 2021 Planning so the IRS Doesn’t Peek Under the Hood
Christopher Siegle, JPMorgan Chase, Paradise Valley, AZ
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events