JP Morgan Private Bank

Event Calendar

December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
December 16, 2021 Planning With Charitable Split Interest Trusts
Stevie Casteel & Lawrence Katzenstein; Snell & Wilmer LLP, Thompson Coburn LLP
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 19, 2022 2022 Fundamentals Course
See Below
January 20, 2022 Pivot Planning and Drafting to Maximize Flexibility
Christine Quigley, Allison Pfeifle and Joanna Morrison; Schiff Hardin LLP
January 28, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
February 9, 2022
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 17, 2022 Recent Developments
Ryan Walsh; Hamilton Thies & Lorch LLP
February 25, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
March 17, 2022 Securing the Right Result Under the New IRA Rules
Svetlana Bekman; The Northern Trust Company
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
April 21, 2022 IL Estate Tax Planning
Jason Ornduff; Harrison & Held LLP
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
May 19, 2022 Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets
Wendy Goffe; Stoel Rives LLP
May 27, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
June 16, 2022 Ethics: Implicit Bias
The Kaleidoscope Group, LLC
June 17, 2022 'Member Only' - Informal Virtual Networking
June 30, 2022 2021 - 2022 Sponsorships
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events