Event Calendar
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: The Future Client and Future Advisor
George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP® |
| March 18, 2021 |
What Every Estate Planner Needs to Know About Fiduciary Income Taxes
Brian Whitlock, Brian T. Whitlock, P.C. |
| March 26, 2021 | Fourth Fridays - Informal Virtual Networking |
| April 1, 2021 |
NATIONAL EVENT:
NAEPC Webinar: A complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP® |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP® |
| April 21, 2021 |
Family Co-Investment Entities in a Post-Powell/Cahill World
Domingo Such, Perkins Coie LLP |
| April 23, 2021 | Fourth Fridays - Informal Virtual Networking |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| 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 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) |
| 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® |
| 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 |
