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