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 |
