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 |