Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 21, 2020 Choices, Choices: How to Choose a Trustee
 Kristin Yokomoto, Albrecht & Barney, Irvine, CA
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 18, 2020 US-Mexico Planning
Enrique Hernandez-Pulido,Procopio, San Diego, CA
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 Life Insurance Market
Jamie Mendelsohn, Ashar Group, Orlando, FL
January 22, 2021 Estate Planners Day
Samuel A. Donaldson , Georgia State University & L. Paul Hood, Jr., Vice-President, Thompson & Associates
February 17, 2021 Private Placement Life Insurance:  A New Perspective On Insurance
Mary Ann Mancini, Loeb & Loeb LLP, Washington, DC
March 17, 2021 Future of Our Practices: Reading the Tea Leaves
Panel
April 21, 2021 Planning so the IRS Doesn’t Peek Under the Hood
Christopher Seigle, JPMorgan Chase, Paradise Valley, AZ
View Past Events