Event Calendar

October 1, 2020
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 22, 2020 What’s at Stake? The US Government’s Financial Statements and the Country's Fiscal Health.
Gregory Anton, CPA, CGMA
December 1, 2020 Navigating the Current Charitable Planning Landscape: A View from the Inside
Ginger Mlakar, JD, CPA, AEP
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 31, 2020 Testing Event for EMS
View Past Events