| April 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax
Miriam Wogan Henry |
| May 4, 2023 |
May AAEPC Education Event
More Information Coming Soon |
| May 10, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
|
| June 8, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely-Held Businesses
James S. Aussem, JD, AEP (Distinguished) |
| June 14, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss |
| June 21, 2023 |
Wine Down Wednesday
Sponsored by Bay Point Wealth |
| July 12, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 9, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. |
| August 23, 2023 |
Wine Down Wednesday
|
| September 7, 2023 |
September AAEPC Education Event
More Information Coming Soon. |
| September 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 18, 2023 |
Wine Down Wednesday
|
| November 9, 2023 |
November AAEPC Education Event
More Information Coming Soon |
| November 12, 2023 |
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
|
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