Event Calendar
| September 28, 2021 |
Top Tax Tips for Making Divorce Less Taxing
Justin T. Miller, JD, LL.M, TEP, AEP, CFP, Evercore Wealth Management, LLC |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 16, 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® |
| View Past Events |
