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 20, 2020 EPC Luncheon Meeting
Michael Binder, Associate Professor of Political Science
November 10, 2020
57th Annual NAEPC
Advanced Estate Planning Strategies
Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 17, 2020 EPC Luncheon Meeting
Tim McGee - Bank of America, Director of Macro Strategy
December 8, 2020 EPC Luncheon Meeting
Brian Hershorin - Purcell, Flanagan and Hay
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 19, 2021 EPC Luncheon
Steve Parrish, Co-Director of the Retirement Income Center at The American College of Financial Services
February 16, 2021 EPC Luncheon Meeting
Harris Bonnette - Fisher Tousey Leas & Ball
March 16, 2021 EPC Luncheon
David Herritt - Sun Trust
May 4, 2021 EPC Annual Meeting
Jonathan Blattmachr, Principle, Pioneer Wealth Partners
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