Event Calendar
| January 19, 2021 |
The Impact of 2020 on Estate Planning
Cannon Teleconference |
| January 20, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion
Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) |
| January 21, 2021 |
Charitable Remainder Trusts
Kit Mac Nee |
| February 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
| February 23, 2021 |
Recent Developments in Valuation and Inclusion in the Gross Estate
Cannon Teleconference |
| March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD |
| March 18, 2021 |
Community Foundations and Philanthropy: A View from the Inside
Ginger Mlakar |
| April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
| May 25, 2021 |
Trust Situs and Governing Law Considerations
Cannon Teleconference |
| May 27, 2021 |
TBA
Sam Donaldson |
| June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
| June 22, 2021 |
No Good Deed Goes Unpunished (Ethics)
Cannon Teleconference |
| July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 24, 2021 |
Balancing Income Tax Planning and Estate Tax Planning
Cannon Teleconference |
| September 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| September 21, 2021 |
Directed Trusts: Risks and Liabilities
Cannon Teleconference |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| View Past Events |
