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
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