Event Calendar

January 26, 2021 How Much Should a Trustee be Paid? An Analysis of the California Rules of Court 7.776
Josh Yager, JD, CFP
February 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
March 10, 2021
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD
March 23, 2021 When a Tax Case Goes Criminal - How to Avoid It and How to Deal with It
Steve Toscher, Esq. - Hochman, Salkin, Toscher, Perez P.C.
April 21, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
May 25, 2021 Virtual Meeting
TBD
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 27, 2021 Live or Virtual Meeting
To Be Determined
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 28, 2021 Live or Virtual Meeting
To Be Determined
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
November 9, 2021 Live or Virtual Meeting
To Be Determined
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events