CIBC

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
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