Event Calendar

October 28, 2020 12th Annual Financial "Four"um Day 1
October 29, 2020 12th Annual Financial "Four"um Day 2
November 5, 2020 Best of The Best: The Very Top Tax Planning Ideas in 2020
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 21, 2021 A Day After the Inauguration…Now What?
Chris Stirewalt, Fox News politics editor
March 25, 2021 Luncheon Meeting
May 13, 2021 Luncheon Meeting
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