March 20, 2024 |
Young Guns No Longer - Planning for Mature Firearms Owners
Linda A. Burrows, J.D., LL.M. and Jason Burrows, J.D. |
April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent |
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® |
May 15, 2024 |
Three Pathways to Sustainable Finance - Socially Responsible Investing
Lloyd Kurtz, MBA, CFA®, SVP, Senior Portfolio Manager, Montecito Bank & Trust |
June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
TBD |
July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
July 17, 2024 |
July Council Event - Roundtable Discussion
Roundtable Discussion – Case Study |
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® |
September 18, 2024 |
September Event - TBD
TBD |
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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November 20, 2024 |
Charitable Remainder Trusts and Charitable Lead Trusts
Paul N. Frimmer |
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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