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 28, 2020 TREPC October Meeting - Exploitation Investigations & Prosecutions
Karen C. Murillo
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 TREPC November Meeting
Cliff Schlesinger
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 27, 2021 TREPC January Meeting
TBD
February 24, 2021 TREPC February Meeting
TBD
March 24, 2021 TREPC March Meeting
TBD
April 28, 2021 TREPC April Meeting
TBD
May 26, 2021 TREPC May Meeting
TBD
June 23, 2021 TREPC June Social
TBD
View Past Events