Event Calendar
| May 20, 2021 |
Family Mediations and Settlements
Michelle Canerday, Jim Carey and Fred Sperling; Katten Muchin Rosenman LLP, Levin Schreder & Carey, LTD, Schiff Hardin LLP |
| May 28, 2021 | Fourth Fridays - Informal Virtual Networking |
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| June 9, 2021 |
ETHICS: Dealing With Financial Exploitation of an Elderly Person
Deborah Cole, Caroline Manley, and Dawn Lawkowski-Keller; Hoogendoorn & Talbot LLP, Center for Disability & Elder Law, Cook County Public Guardian's Office |
| June 15, 2021 |
Workshop - The Best Defense is a Good Offense: Effective Preparation of Forms 709 and 706
Paige Goepfert, Andersen Private Client & Audrey Young, McLane Middleton |
| June 22, 2021 |
Workshop - The Illinois Estate Tax: Working through the History and Mystery
Christine Quigley, Schiff Hardin |
| June 23, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA |
| June 25, 2021 | Fourth Fridays - Informal Virtual Networking |
| June 30, 2021 | 2020 - 2021 Sponsorships |
| June 30, 2021 | Balance Due |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished) |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished) |
| August 23, 2021 | 2021 Annual Outing |
| September 15, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
| June 30, 2022 | 2021 - 2022 Sponsorships |
| View Past Events |
