March 27, 2024 |
Virtual Practice Management Lunch-and-Learn | AI in Estate Planning: Ethical and Practical Considerations
Sarah Kerr Severson, Angelica Russell-Johnson, ArentFox Schiff |
April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent |
April 18, 2024 |
Membership Luncheon | Goldenzweig Memorial Lecture | At the Intersection of Wealth Transfer Planning and Life Insurance: Navigating New and Existing Life Insurance Plans with Looming Tax Changes on the Horizon
Todd Steinberg, Loeb & Loeb |
May 1, 2024 |
Joint Council Meeting | Economic Update with Dr. Basu
Anirban Basu, Sage Policy Group |
May 1, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished) |
May 8, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
June 11, 2024 |
Annual Membership Meeting
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June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
TBD |
June 30, 2024 |
No Show Fee
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June 30, 2024 |
Sponsorship
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June 30, 2024 |
Student and Associate Membership Dues (2023-2024)
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June 30, 2024 |
New Member Fee
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July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
October 20, 2024 |
NATIONAL EVENT:
61st Annual NAEPC Advanced Estate Planning Strategies Conference
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December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
October 19, 2025 |
NATIONAL EVENT:
62nd Annual NAEPC Advanced Estate Planning Strategies Conference
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