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Wednesday, 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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NAEPC

WASHINGTON, D.C. ESTATE PLANNING COUNCIL

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Event Calendar & Meeting Materials

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
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
View Past Events

UPCOMING EVENTS

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

Philip Fish, CFP®, Alvin Frederick, Esq., Dr. Carole T. Giunta and Laura Stone, Esq.

See Event Details

May 9, 2018

New Member Luncheon | The Hamilton | 12 - 2 pm

See Event Details

May 22, 2018

Privacy and Security for the Affluent Client | Conference Center 8484 Westpark Drive | 8 - 9:30 am

R. Kris Coleman, Red Five Security

See Event Details

June 7, 2018

Annual Membership Meeting | Cosmos Club | 6 - 9 pm

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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