| May 1, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
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 21, 2024 |
The Private Family Trust Company, Directed Trusts and Other Powerful Alternatives
Mr. Al King |
| June 11, 2024 |
Top 30 Best Practices When Advising Families with Special Needs Beneficiaries
Kristen M. Lewis, Esq. |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| July 16, 2024 |
Estate Tax Exemption Sunset
Thomas C. Shaw |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| August 20, 2024 |
Local Panel: How to Talk to Your Clients About Charitable Giving
Jeff Partridge, Michelle Minnerath, Patrick G. Goetzinger |
| 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 17, 2024 |
Life Insurance Strategies to Enhance Estate Plans
Greg Holmgren |
| 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
|
| 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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