Event Calendar

November 9, 2020 SLATs - The Most Important Trust for 2020 Planning [MEMBER ONLY]
Martin Shenkman, JD and Jonathan Blattmachr, JD
November 10, 2020
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 11, 2021 Economic Update
Clay Nickel, CFA
February 8, 2021 Estate Planning for Income Taxes: Maximizing Basis Planning Opportunities
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA
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
April 12, 2021 Gathering Place: Phase Two Update and Look Ahead
Tony Moore, Executive Director
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
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