Event Calendar

October 4, 2022 Intentional Planned Giving
Blake McKibbin, JD, ChFC, CLU, RBC Wealth Management Wealth Strategist
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
November 1, 2022 Interest Rates, Fixed Income, and the Macroeconomy
James Casler, CRPC, Lord Abbett Regional Manager of Advisor Services
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
January 3, 2023 Social Security
Eric Estelle, Senior Financial Planning Specialist II, Stifel Vice President Wealth Planning
February 7, 2023 Strange Statutory Foundations and Terribly Tricky Treasures in Trusts
Tom Simmons
March 7, 2023 Issues for Business Owners
Timm Funk
View Past Events