Event Calendar
| September 21, 2023 |
Adding Value to your Business Owner Clients
Chuck Laverty, ASA, CBA, CVA, MAFF, CEPA, Director, Business Solutions, Buckingham |
| 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 2, 2023 | Fall Networking Social |
| 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 18, 2024 | Dinner Meeting |
| March 14, 2024 | Luncheon Meeting |
| May 16, 2024 | Luncheon Meeting |
| View Past Events |
