Event Calendar

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 22, 2021 Planning for Alzheimer's Panel
Chari M. Alson, Esq., CELA, Kristina Fransel, Bruce Sham, CLF, Rebecca Hobbs, Esq., CELA
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 28, 2021 Estate Planning & Divorce Panel
Michael Karwic, CFP, AEP, CRPC, CeFT, Jacqueline G. Segal, Esq., Bill Muller, CFP, ChFC, AIF, CDFA, Kathleen Wileczek, CPA
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 11, 2021 Trends in the 2021 Art & Auctions Market
Kimberly Miller
December 7, 2021 CCEPC Holiday Party
N/A
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®
January 13, 2022 CCEPC New Year Happy Hour
N/A
February 17, 2022 Perspectives on Planned Giving Panel & Past Presidents Dinner
Beth Harper Briglia, CPA, CAP, Lou Teti, Esq., Joey Ann Fowkes, CAP, Daniel Valentino, CPA, Shane Johnson, CLU, ChFC
March 17, 2022 Lunch & Learn: What's New in Your Shop
N/A
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