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 |
| View Past Events |
