Event Calendar
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP® |
| December 16, 2021 |
Planning With Charitable Split Interest Trusts
Stevie Casteel & Lawrence Katzenstein; Snell & Wilmer LLP, Thompson Coburn LLP |
| January 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished) |
| January 19, 2022 |
2022 Fundamentals Course
See Below |
| January 20, 2022 |
Pivot Planning and Drafting to Maximize Flexibility
Christine Quigley, Allison Pfeifle and Joanna Morrison; Schiff Hardin LLP |
| January 28, 2022 | 'Member Only' Fourth Fridays - Informal Virtual Networking |
| February 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD |
| February 17, 2022 |
Recent Developments
Ryan Walsh; Hamilton Thies & Lorch LLP |
| February 25, 2022 | 'Member Only' Fourth Fridays - Informal Virtual Networking |
| March 9, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished) |
| March 17, 2022 |
Securing the Right Result Under the New IRA Rules
Svetlana Bekman; The Northern Trust Company |
| April 20, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg |
| April 21, 2022 |
IL Estate Tax Planning
Jason Ornduff; Harrison & Held LLP |
| May 11, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD |
| May 19, 2022 |
Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets
Wendy Goffe; Stoel Rives LLP |
| May 27, 2022 | 'Member Only' Fourth Fridays - Informal Virtual Networking |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M. |
| June 16, 2022 |
Ethics: Implicit Bias
The Kaleidoscope Group, LLC |
| June 17, 2022 | 'Member Only' - Informal Virtual Networking |
| June 30, 2022 | 2021 - 2022 Sponsorships |
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| 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) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
