| June 7, 2022 |
Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
Erica Lord, The Northern Trust and Karin Prangley, Brown Brothers Harriman Trust Co. |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M. |
| June 15, 2022 |
In Person 'Member Only' - Networking Event at The Flight Club
|
| June 16, 2022 |
Ethics: Implicit Bias
The Kaleidoscope Group, LLC |
| June 28, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP® |
| June 30, 2022 |
2021 - 2022 Sponsorships
|
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: An Overview of Planning and Issue Spotting for Multinational Individuals and Families
Alexander A. Bove, Esq. and Karen L. Witherell |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| August 22, 2022 |
2022 Annual Outing
|
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| June 30, 2023 |
2022 - 2023 Sponsorships
|
|
View Past Events
|
