Event Calendar

October 13, 2021
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 2, 2021
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 10, 2021 Dinner Meeting with Speaker: Mid-Life Wealthy Divorce
Lisa M. Cukier, Partner and Exec. Comm. Member, Burns & Levinson, LLP
December 8, 2021
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 12, 2022 Dinner Meeting & Speaker: Social Security 2021 - Understanding the Benefits
David G. Freitag, CLU, ChFC, CRPC, MassMutual
March 23, 2022 Dinner Meeting & Speaker: Family Dynamics
Debbie Bing, CFAR, Inc., President
May 11, 2022 Dinner Meeting, Annual Election & Speaker:Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE
Natalie Choate, Esq. Ataxplan Publications
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