Event Calendar

August 11, 2021
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
September 14, 2021 Cryptocurrencies in Estate Planning
Gil A. Nusbaum, General Counsel at National Philanthropic Trust
September 15, 2021
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
October 12, 2021 COVID-19 and Life Insurance Issues
Bruce H Sham, CLF, Special Journey Solutions; Christina Roberts, Esq., Pappano & Breslin
October 13, 2021
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 2, 2021
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 9, 2021 Addiction and Estate Planning
Corey Rabin, Esq., Advisor and Eric Webber, Senior Clinical Advisor from Caron Treatment Centers
December 7, 2021 Holiday Party Event
December 8, 2021
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 11, 2022 Tax Planning for 2022: Changes for Estates, Individuals & Businesses
Jeff Hamond, VP & Director, Philanthropy Practice, Van Scoyoc Associates Inc.
February 8, 2022 Multigenerational Decision Making in Estate Planning & Senior Living
Karyn Seace, Esq.,CELA, Nescio & Seace LLP & Maria Janoski, Esq., Jankoski Law
March 8, 2022 Update: Delaware County Orphans' Court, Register of Wills, Recorder Of Deeds
View Past Events