The Northern Trust Company

Event Calendar

May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 2, 2024 Annual After-Tax Breakfast Networking Event
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 9, 2024 Workshop: Planning for Retirement Plan Distributions in 2024
Svetlana Bekman
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: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
June 13, 2024 Gray Divorce: Estate Planning Tools
Beth McCormack, Beermann, LLP; Michelle Canerday, Katten
June 28, 2024 CEPC Annual Outing - SPONSORSHIP PAYMENTS
June 28, 2024 Luncheon Programs - Balance Due
June 30, 2024 2023 - 2024 Sponsorships
N/A
July 1, 2024 2024 - 2025 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.
August 19, 2024 CEPC Annual Outing August 19, 2024 Ravinia Green Country Club
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®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events