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Event Calendar

February 27, 2024
NATIONAL EVENT:
NAEPC Webinar: Life Insurance Valuations Support Client Conversations During Tax Season - Complimentary Sponsored Webinar: Offered by Ashar Group
Jamie L. Mendelsohn, EVP - Ashar Group
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, CEBS
March 27, 2024 A Review of MN Law on Lake Shore Property, Easements & Minerals
Charles Andresen
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn
April 17, 2024 Closely Held Entities and the IRS: A Litigator's Primer From Formation Through Trial
Stephanie Loomis-Price
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
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 9, 2024 Building Your Business One Trusted Relationship at a Time
Patrick Galvin
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
November 20, 2024 Charitable Topic on 501c4
Brad Bedingfield
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
January 22, 2025 Sunset Provision, Reducing Estate Tax Exposure, & Building Flexibility into an Estate Plan
Edward Tully & Jim Thompson
February 27, 2025 TBD
TBD
March 26, 2025 TBD
TBD
April 17, 2025 Fiduciary Liability & Divorce in Estate Planning
Craig Frankel
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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