| 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 8, 2023 |
Dinner Meeting with Program: Navigating the Long Term Care Path for Those with Dementia
Jennifer Pilcher, Ph.D., CMC Clear Gudiance |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
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| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 10, 2024 |
Dinner Meeting with Speaker David Freitag - 2024 Social Security Update, New Medicare Rates, New IRAMMA Rates (Medicare Part B and D) and Planning Ideas
To be announced |
| March 20, 2024 |
Dinner Meeting with Speaker
To be announced |
| May 8, 2024 |
Dinner, Annual Meeting & Election with Speaker -The Impact of AI & Chat GPT on Estate Planning Professionals
Paul Caspersen, CFP®,AEP®,MS |
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