Event Calendar
| May 20, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers
Jamie L. Mendelsohn, EVP and Jon B. Mendelsohn, CEO |
| May 28, 2024 |
Asset Protection Planning
Jacob Stein, Esq. Aliant Law |
| June 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| July 23, 2024 |
Charitable Planning
John W. Prokey, Esq., Ramsbacher Prokey Leonard, LLP |
| 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® |
| September 24, 2024 |
To Be Announced
To Be Announced |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| October 20, 2024 |
NATIONAL EVENT:
61st AnnualNAEPC Advanced Estate Planning Strategies Conference October 20 - 24, 2024 |
| November 19, 2024 |
Considerations for Growth Oriented Closely Held Businesses
Ian Kang, CPA @ BDO USA, P.C. |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| January 28, 2025 |
Updates in Estate Planning
Andrew Katzenstein, Esq. & Caroline Robbins, Esq., Proskauer |
| October 19, 2025 |
NATIONAL EVENT:
62nd AnnualNAEPC Advanced Estate Planning Strategies Conference |
| View Past Events |
