The Northern Trust

Event Calendar

March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: The Future Client and Future Advisor
George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®
March 18, 2021 What Every Estate Planner Needs to Know About Fiduciary Income Taxes
Brian Whitlock, Brian T. Whitlock, P.C.
March 26, 2021 Fourth Fridays - Informal Virtual Networking
April 1, 2021
NATIONAL EVENT:
NAEPC Webinar: A complimentary webinar co-hosted with the Society of Financial Service Professionals: Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP®
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
April 21, 2021 Family Co-Investment Entities in a Post-Powell/Cahill World
Domingo Such, Perkins Coie LLP
April 23, 2021 Fourth Fridays - Informal Virtual Networking
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
May 20, 2021 Family Mediations and Settlements
Michelle Canerday, Jim Carey and Fred Sperling; Katten Muchin Rosenman LLP, Levin Schreder & Carey, LTD, Schiff Hardin LLP
May 28, 2021 Fourth Fridays - Informal Virtual Networking
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
June 9, 2021 ETHICS: Dealing With Financial Exploitation of an Elderly Person
Deborah Cole, Caroline Manley, and Dawn Lawkowski-Keller; Hoogendoorn & Talbot LLP, Center for Disability & Elder Law, Cook County Public Guardian's Office
June 23, 2021
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
June 25, 2021 Fourth Fridays - Informal Virtual Networking
June 30, 2021 2020 - 2021 Sponsorships
June 30, 2021 Balance Due
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
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®
June 30, 2022 2021 - 2022 Sponsorships
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