Event Calendar

September 22, 2020 Virtual Morning Meeting - You and Your Aging Clients: Long Term Care & Critical Illness Planning
Kelly Decker, MS, LUTCF, Ph.D.
October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 27, 2020 Virtual Morning Meeting: Qualified Opportunity Zones-What Investors Should Know
Nina Streeter and Jennifer Proper
November 10, 2020 Virtual Morning Meeting: Residency and Relocation
Matt Shea
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
View Past Events