Event Calendar

June 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely Held Businesses
James S. Aussem, JD, AEP (Distinguished)
June 14, 2023
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss
June 20, 2023 Ethics: When Doing What's "Right" Might be Wrong
Cannon Teleconference
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
September 8, 2023 Joint Meeting with the SD State Bar
Martin M. Shenkman
September 13, 2023
NATIONAL EVENT:
NAEPC Webinar: What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
September 19, 2023 Gift and Estate Tax Black Holes
Cannon Teleconference
October 11, 2023
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 12, 2023
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
November 14, 2023 Defusing Disaster
Cannon Teleconference
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events