Event Calendar

September 21, 2021 Virtual Morning Meeting: What do you mean I cannot take that money? Fiduciary Duties and Estate/Trust Litigation
Stuart C. Bear, J.D., Lisa Henry and Frank Rondoni
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 19, 2021 AFTERNOON Meeting & Social: ALL HANDS ON DECK: Planning Pitfalls for Family Owned Businesses
Tom Rauenhorst, Michael Sampson and David Levi
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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