| 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 |
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