Business Valuation Group

Event Calendar

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