Event Calendar

September 21, 2021 LEGISLATIVE UPDATE | CASE LAW UPDATE
Clay B. Tousey, III, Shareholder
Fisher Tousey Leas & Ball P.A.
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 19, 2021 OUR LANGUAGE ISN'T ENGLISH to our CLIENTS
Thomas E. Beames, Senior Wealth Manager
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 9, 2021 COMMUNITY UPDATE
Nina Waters, President
The Community Foundation of Northeast Florida
December 7, 2021 EDUCATION PLANNING for the NEXT DECADE
Dr. Ross A. Riskin, DBA, CPA, CPA/PFS, CCFC, MS Tax
December 8, 2021
NATIONAL EVENT:
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 18, 2022 ECONOMIC UPDATE
Keith Lenger, Market Strategist
Truist Wealth
February 8, 2022 Ethical and Professional Challenges Dealing with Elder Abuse
Allison Hickman
March 8, 2022 ENTITY SELECTION
Kevin A. Kane, Attorney
Purcell Flanagan Hay & Greene
May 3, 2022 Annual Meeting - Save the Date
TBA
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