Event Calendar

October 6, 2021 Panel Discussion 2021 v. 2022 for Capital Gain Recognition and Charitable Giving
Mandy Nowaczynski CPA, Atty Peter Smiley MS-T, Atty Thomas Nichols, Atty Maura Cook Lamensky, Leah Schmid CPA CFP
October 13, 2021
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 2, 2021
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 3, 2021 Issues and Remedies in Inheritance Litigation
Attys. Peter Walsh, Barry White, Aaron Foley
December 1, 2021 Business Succession Planning/Estate Planning
Attys. Kathryn Muldoon and Wendy Rusch
December 8, 2021
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
February 2, 2022 National Speaker re: New Tax Laws
Atty. Steve Gorin
March 2, 2022 Heckerling Update
Atty. Catherine Priebe
May 4, 2022 TBD
June 1, 2022 Remote Witnessing Legislation Status
Atty. Phil Miller
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