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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
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