Event Calendar

October 3, 2023 Preventing Elder Abuse
Chris Kuchta, Community Engagement Specialist, Tasha Jones, Elder Rights Specialist, Connections Area Agency on Aging
October 11, 2023
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
November 7, 2023 Insurance Considerations for Estate Planning Clients
John Composto, VP of National Accounts, LIBRA Insurance Partners
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 9, 2024 When Life Doesn't Go As Planned
Daniel Dykstra, Partner, Heidman Law Firm
February 6, 2024 Embracing Donors with Donor Advised Funds
Donna Frederick, Executive Director, Stifel Charitable Inc.
March 5, 2024 Invest in Women
Lauren Loughlin, Associate Portfolio Manager, Equity Compass
May 7, 2024 Bankruptcy and Restructuring
Robert Miller, Assistant Professor of Law, University of South Dakota
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