Event Calendar
| September 23, 2021 |
It's Not What You Say, But How You Say It - Charitable Giving Conversations That Earn Donor Confidence
Raymond M. Roberts, Esq. and Michael D. Freker, CFP, ChFC |
| 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® |
| October 28, 2021 |
13th Annual Financial "Four"um
Variety |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| 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® |
| January 20, 2022 | Dinner Meeting |
| March 24, 2022 | Luncheon Meeting |
| May 19, 2022 | Luncheon Meeting |
| View Past Events |
