Fifth Third Bank

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
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