| May 11, 2021 |
Virtual Platform Preview and Practice Session
|
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning: Happy 25th Birthday
Susan T. Bart, JD |
| May 13, 2021 |
New Member Virtual Luncheon | By Invitation Only
|
| May 18, 2021 |
Webinar | Preserving Family Assets and Relationships: Addressing Addiction and other Behavioral Health Issues as a Trusted Advisor
Arden O'Connor and Diana Clark, O'Connor Professional Group |
| June 3, 2021 |
Virtual Annual Membership Meeting
|
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| June 17, 2021 |
Webinar | Highlights from the 2021 Heckerling Institute on Estate Planning
Bank of America Team: Mitchell A. Drossman, John R. Goldsbury, Richard James, Steven Lavner, Ramsay H. Slugg |
| June 23, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA |
| June 30, 2021 |
Student Membership Dues
|
| June 30, 2021 |
Sponsorship
|
| June 30, 2021 |
New Member Fee
|
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished) |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) |
| September 15, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
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