Event Calendar
| 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 |
Communicating with Clients through the Toughest Times of Life
Amy Florian, MA, FT |
| November 7, 2023 |
Chapter Luncheon
TBA |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 5, 2023 |
Chapter Luncheon
Ed Morrow |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 18, 2024 | Networking Happy Hour |
| View Past Events |
