Event Calendar
| January 20, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| February 8, 2021 |
Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA |
| February 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| March 8, 2021 |
It's the End of the World As We Know It...and you will be fine: Stigler Act Amendments and McGirt
Jennifer Krieg, JD, LLM |
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD |
| April 12, 2021 |
Gathering Place: Phase Two Update and Look Ahead
Tony Moore, Executive Director |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| May 17, 2021 |
Tax Planning Strategies for 2021 and Beyond
Sam Donaldson, JD, LLM |
| May 31, 2021 | Gold Sponsor |
| May 31, 2021 | Silver Sponsor |
| May 31, 2021 | SPONSORS |
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
