Event Calendar

September 26, 2023 Breakfast meeting: Mom Always Liked You Best: Helping Clients Manage Trust and Estate Disputes
Casey Marshall
October 11, 2023
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
October 24, 2023 Fall Social Event
November 12, 2023
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 16, 2023 Breakfast meeting: Tax Update
Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
December 13, 2023
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 23, 2024 Zoom Only Event: 2024 Economic Outlook and Market Update
Herb Schechter, CPA
February 27, 2024 Zoom Only Event: Heckerling Update
March 26, 2024 Breakfast meeting:
Luther Ranheim
April 23, 2024 Breakfast meeting:
May 28, 2024 Breakfast meeting:
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