Event Calendar

August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
September 16, 2020 What's Legal vs. Insurable/Title Company
Charles Kramer
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
October 21, 2020 Business Succession Planning
Kevin Rogers
November 18, 2020 Ways to Protect the Plan from Client Neglect/Faulty Maintenance
Laurel Stephenson
December 3, 2020 SECURE Act (Joint Meeting with Dallas Estate Planning Council)
Bob Keebler
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 20, 2021 Summary of the New Tax Laws Generated in Response to COVID 19
Kevin Harris
February 17, 2021 Private Placement Insurance
Corey Metz and Bob Chesner
March 17, 2021 Maintaining Separate Property when a Marital Agreement is not an Option
Kathryn Murphy
April 21, 2021 Selling of a Business and Estate Planning Pre/Post Transaction
Brandon Jones
May 19, 2021 Claims of Surviving Spouses for Fraud on the Community
James Fisher and Shannon Welch
View Past Events