Event Calendar

January 18, 2022 Roundtable Discussion - Current Events
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: After All That - Lifetime Transfers That Still Work!
Louis A. Mezzullo, JD, AEP® (Distinguished)
February 9, 2022
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 15, 2022 Estate Planning from the Inside Out – exploring the psychology of working with clients in the midst of life transition
Daly Andersson, Tenet Wealth Partners
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
April 19, 2022 Generational differences in estate planning and succession planning
Brooke Didier Starks, Meyer Capel
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M.
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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