Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 21, 2020 Business Succession Planning
Kevin Rogers
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
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: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
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
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