| 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 |
|
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