| October 7, 2021 |
Virtual Roundtable Discussion - Politics, Policy & Legislation
Jonathan Fitzgerald, JD, CPA |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 19, 2021 |
October Membership Meeting: Preparing Clients for Legislative Updates
TBA |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 4, 2021 |
Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments
R. Marshall Jones, JD, CLU®, ChFC®, AEP® |
| November 16, 2021 |
November Membership Meeting: Charitable Planning Strategies
Vicki Pugh, CFRE, CAP |
| December 8, 2021 |
NATIONAL EVENT:
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 6, 2022 |
Membership Kick Off the New Year Social Event
N/A |
| January 18, 2022 |
January Joint Council Membership Meeting: Charitable Gifts of Non-Cash Assets
Bruce Geiss, Mary Beth Tarter & John Scibek |
| February 3, 2022 |
Roundtable Continental Breakfast: Heckerling 2022 Update
Ed Morrow |
| February 15, 2022 |
February Membership Meeting: Family Office Viewpoint - Risk, Reward and Returns
Marc DePaul |
| March 3, 2022 |
Roundtable Continental Breakfast: Well Being Trust Planning
Richard Franklin and Raymond Odom |
| April 19, 2022 |
April Membership Meeting: Fiduciary Surcharges
Grier Pressly |
| May 17, 2022 |
May Annual Membership Meeting: International Tax Strategies
TBA |
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