Event Calendar

December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
January 18, 2023
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort
January 19, 2023 Dinner Meeting
March 23, 2023 Not your Old School Employee Stock Ownership Plan! Modern Design, Creative Trends and Advisor Opportunities
Daniel M. Zugell, CLU, ChFC, LUTCF, AEP Director/Senior Vice President Business Transition Advisors, Inc.
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modem Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation)
May 18, 2023 Lunch Meeting
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)
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