Event Calendar
| June 16, 2021 |
Improving Retirement Planning from Cash Balance to Group Plans
Pam Mayer and Trey Galuppi |
| June 23, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA |
| 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 |
| September 21, 2021 |
Reno Meeting
Brian Bonnenfant |
| 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 20, 2021 |
Wealth Preservation and Migration Planning
Mark Lobb, Partner and Co-Founder at Lobb & Plewe LL |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 16, 2021 |
SECURE Act: What You Need to Know
G. Neff McGhie, III, EA, MSPA |
| 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 31, 2021 |
EPCNN Zoom Meeting Sponsor
Zoom Meetings |
| December 31, 2021 |
SPONSOR REGISTRATION for NAEPC Webinars
Various |
| View Past Events |
