Event Calendar
| November 29, 2023 | CEPC Networking and Giving Drive Breakfast Event |
| December 6, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Independent Life Settlement Seller’s Representative
Jamie L. Mendelsohn |
| December 7, 2023 |
Practical Application of the ITC
Jane Ditelberg, The Northern Trust Company; Rebecca Wallenfelsz, Chapman & Cutler |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations, Complimentary Sponsored Webinar: offered by MLG Capital
Billy Fox, CPA, SVP and Rick Reuter, CPA Controller |
| January 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| January 18, 2024 |
Pre-Transaction Planning
Louis S. Harrison, Harrison LLP |
| February 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Cryptocurrency
Abigail Earthman, JD, LL.M. |
| February 15, 2024 |
Recent Developments
Ryan Walsh, Croke Fairchild Duarte & Beres |
| March 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP |
| March 21, 2024 |
Issues with Planning for Residences in Estate Planning
Kirk Hoopingarner, Quarles & Brady LLP |
| April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn |
| April 18, 2024 |
Not Your Everyday Trusts: What You Need to Know About SLANTs, INGs, BDITs and Other Nonconventional Estate Planning Techniques”
Karin Prangley, Brown Brothers Harriman & Co.; David Allen, Katten |
| May 8, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP® |
| May 16, 2024 |
Confidentiality Breach or Not: Revealing Information About a Client’s Testamentary Documents Post-Mortem
Dr. Gerry Beyer, Texas Tech University School of Law |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| June 13, 2024 |
Gray Divorce: Estate Planning Tools
Beth McCormack, Beermann, LLP; Michelle Canerday, Katten |
| June 30, 2024 |
2023 - 2024 Sponsorships
N/A |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| View Past Events |
