Event Calendar

March 22, 2023 Legacy Conversations: The Value of Introducing Clients to Non-binding Letter of Wishes and Ethical Wills
Susan Turnbull, Personal Legacy Advisors, LLC
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 10, 2023 Dinner Meeting with Speaker
To be announced
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
May 25, 2023 Save the Date! Emerging Professionals Central NH Mixer!
June 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Business Succession Planning
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
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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)
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
View Past Events