Event Calendar

April 4, 2024 Conservatorship Updates
Monica Goel & Megan.Moghtaderi
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 2, 2024 Advance Preparation & Selling a Privately-Held Business
Edward L. Fixen
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
June 6, 2024 CSULB Planned Giving
Mary Sramek
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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