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
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 2, 2021
NATIONAL EVENT:
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
NATIONAL EVENT:
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
View Past Events