| April 25, 2018 |
Joint Council Meeting | Houston We Have a Problem - How to Work with Clients with Diminished Capacity | Kenwood Country Club | 5:30 pm
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| April 25, 2018 |
NATIONAL EVENT:
NAEPC Webinar: S.A.V.E. Yourself (not your usual estate planning topic)
|
| May 9, 2018 |
New Member Luncheon | The Hamilton | 12 - 2 pm
|
| May 9, 2018 |
NATIONAL EVENT:
NAEPC Webinar: The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them
|
| May 22, 2018 |
Privacy and Security for the Affluent Client | Conference Center 8484 Westpark Drive | 8 - 9:30 am
|
| June 6, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
|
| June 7, 2018 |
Annual Membership Meeting | Cosmos Club | 6 - 9 pm
|
| June 30, 2018 |
Spring 2018 New Members
|
| July 18, 2018 |
NATIONAL EVENT:
NAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
|
| August 8, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
|
| September 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Professional Collaboration
|
| October 10, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Blended Gifts for Boomers
|
| November 6, 2018 |
NATIONAL EVENT:
55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018
|
| December 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
|
| December 31, 2018 |
Sponsorship
|
| December 31, 2018 |
No Show Fee
|
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View Past Events
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