| April 25, 2018 |
CEPC Breakfast Networking Event
|
| April 25, 2018 |
NATIONAL EVENT:
NAEPC Webinar: S.A.V.E. Yourself (not your usual estate planning topic)
|
| May 9, 2018 |
NATIONAL EVENT:
NAEPC Webinar: The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them
|
| May 16, 2018 |
Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues
|
| June 6, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
|
| June 7, 2018 |
Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets and Vice Versa
|
| July 18, 2018 |
NATIONAL EVENT:
NAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
|
| August 8, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
|
| September 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Professional Collaboration
|
| October 10, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Blended Gifts for Boomers
|
| November 6, 2018 |
NATIONAL EVENT:
55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018
|
| December 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
|
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View Past Events
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