Event Calendar
| September 23, 2021 |
The Future of Philanthropy and How Wealth Advisors Can Maximize Philanthropic Impact for High Net Worth Clients
Austin Fleming Distinguished Service Award Recipient |
| September 24, 2021 | 'Member Only' Fourth Fridays - Informal Virtual Networking |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 21, 2021 |
Federal Legislation Impacting the T&E World
Beth Kaufman; Caplin & Drysdale |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 18, 2021 |
SLATs
David Handler; Kirkland & Ellis LLP |
| 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® |
| December 16, 2021 |
Charitable Lead Trust Primer
Stevie Casteel & Lawrence Katzenstein; Snell & Wilmer LLP, Thompson Coburn LLP |
| January 20, 2022 |
Pivot Planning and Drafting to Maximize Flexibility
Christine Quigley, Allison Pfeifle and Joanna Morrison; Schiff Hardin LLP |
| February 17, 2022 |
Recent Developments
Ryan Walsh; Hamilton Thies & Lorch LLP |
| March 17, 2022 |
Securing the Right Result Under the New IRA Rules
Svetlana Bekman; The Northern Trust Company |
| April 21, 2022 |
IL Estate Tax Planning
Jason Ornduff; Harrison & Held LLP |
| May 19, 2022 |
Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets
Wendy Goffe; Stoel Rives LLP |
| June 16, 2022 |
Ethics: Implicit Bias
The Kaleidoscope Group, LLC |
| June 30, 2022 | 2021 - 2022 Sponsorships |
| View Past Events |
