Event Calendar

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 8, 2023 Jean Meeks-Koch, Legacy Unlocked: Guiding Business-Owning Families to Success Across America
Jean Meeks-Koch, Positively People Consulting
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 24, 2024 Stacy Eastland, Goldman Sachs (Topic TBD)
Stacy Eastland, Goldman Sachs
March 13, 2024 Estate Planning for The Middle Rich with Lauren Wolven
Lauren Wolven, Levenfeld Pearlstein
May 9, 2024 8th Annual Summer Social
8th Annual Summer Social Event
View Past Events