Event Calendar

May 12, 2021
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD
May 25, 2021 Secondary Planning Options for Clients with Charitable Remainder Trusts (CRTs)
Evan Unzelman, President ~ Sterling Foundation Management, LLC
June 9, 2021
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
June 23, 2021
NATIONAL EVENT:
NAEPC Webinar: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
July 14, 2021
NATIONAL EVENT:
NAEPC Webinar: Income Tax Planning for Real Estate Using Estate Planning Techniques
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
July 27, 2021 Live or Virtual Meeting
Robin L. Klomparens, JD, LL.M. Taxation ~ Wagner Kirkman Blaine Klomparens & Youmans LLP
August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
September 28, 2021 Live or Virtual Meeting
Justin T. Miller, JD, LL.M, TEP, AEP, CFP ~ BNY Mellon Wealth Management
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 9, 2021 Private Foundations
Reynolds T. Cafferata, Partner ~ Rodriguez, Horii, Choi & Cafferata, LLP
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
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