Event Calendar

March 13, 2024
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance; What Fiduciaries Need to Know About Life Insurance Illustrations for Policy Acquisition and Retention in Relationship to Their Fiduciary Duties
Steven S. Zeiger
March 20, 2024 Dinner Meeting with Trust Panel Discussion: Modifying Irrevocable Trusts in NH
Panelists: Amy K. Kanyuk, McDonald & Kanyuk,PLLC, Patrick O. Collins, McLane Middleton and Jillian Mastroianni, Fiduciary Trust Company of New England
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 8, 2024 Dinner, Annual Meeting & Election with Speaker -The Impact of AI & Chat GPT on Estate Planning Professionals
Paul Caspersen, CFP®,AEP®,MS
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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