DUNWOODY VILLAGE, Newtown Square, PA - Sherry Smyth, CEO

Event Calendar

November 10, 2020 VA BENEFITS-Veterans/Dependants/Survivors
MICHAEL J. LYNCH
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 12, 2021 HOW TO INCLUDE PHILANTHROPY IN YOUR CLIENTS' ESTATE PLAN: Tales From The Field
ALBERT RUSSO, SUZANNE BARTON, DAVID J. TOLL, ESQ.
February 9, 2021 FILIAL LAW
PROFESSOR KATHERINE C. PEARSON, PENN STATE DICKINSON LAW
March 9, 2021 HAVE YOUR CAKE AND EAT IT TOO: Using Slats in Estate Planning
MARTYN S. BABITZ, J.D., ESQ.
View Past Events