Event Calendar

March 13, 2024
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance; What Fiduciaries Need to Know About Life Insurance Illustrations for Policy Acquisition and Retention in Relationship to Their Fiduciary Duties
Steven S. Zeiger
March 21, 2024 How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
Dr. Derek Tharp
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent
April 18, 2024 Blockchain & Digital Assets 2.0:  Taxation, Reporting and Planning
Abigail Rosen Earthman
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
May 16, 2024 TBA
Sam Donaldson
May 21, 2024 Marital Agreements from A to Z
Cannon Teleconference
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
June 18, 2024 Ethics Issues in a Contemporary Estate Planning Practice
Cannon Teleconference
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
August 20, 2024 Addressing the Estate Planning Needs of Modern-Day Clients
Cannon Teleconference
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 22, 2024 Durable Powers of Attorney - An Essential Estate Planning Component
Cannon Teleconference
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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