Event Calendar
| August 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) |
| August 25, 2020 | PBCEPC Virtual Networking Event |
| September 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD |
| September 15, 2020 |
Council Year Kick Off Virtual Wine Tasting Event Featuring Vino Vargas Wines
Chris Kern - Wine Expert and Pedro Vargas - Winemaker |
| October 1, 2020 |
Roundtable Discussion - Estate Planning Current Developements and Hot Topics
Mark R. Parthemer, Esq., AEP - Bessemer Trust |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field |
| October 20, 2020 |
October Membership Meeting- The Impact of Data Security Laws on IRS Audits
Charles E. Hodges II, J.D., LL.M. - Jones Day |
| November 5, 2020 |
Roundtable Discussion - Topic TBD
Edwin P. Morrow III, J.D., LL.M.,MBA, CFP, CM&AA - U.S. Bank |
| November 17, 2020 |
November Membership Meeting - Building Blocks of Blockchain: A Primer on Cryptocurrency for Estate Planners
Abigail R. Earthman, J.D., LL.M. |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| January 19, 2021 |
January Membership Meeting- Topic TBD
Paul S. Lee, J.D., LL.M. - Northern Trust |
| February 4, 2021 |
Roundtable Discussion - Highlights from Heckerling 2021
Mark Brown, J.D., CPA & Chris Weeg, J.D., LL.M., CPA - Comiter SInger Baseman & Braun |
| February 16, 2021 |
February Membership Meeting - Offshore vs. Domestic Asset Protection Trusts
Dennis Kleinfeld, J.D., Kleinfeld Legal Advisors, P.A. |
| March 4, 2021 |
Roundtable Discussion - Fiduciary Liability & Surcharges
James Grier Pressly, III, J.D. - Pressly, Pressly, Randolph & Pressly |
| April 20, 2021 |
April Annual Membership Meeting - Planning with Tax-Exempt Organizations
Brian Yacker, J.D., CPA - YH Advisors |
| May 18, 2021 |
May Membership Joint Council Meeting - TBD
TBD |
| View Past Events |
