| October 1, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP® |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel |
| October 14, 2020 |
Red Flags in Appraisals
Paula Konikoff |
| November 18, 2020 |
Elder Justice: Obstacles, Opportunities and the State of the Field
Marit Peterson |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress |
| January 27, 2021 |
Economics & Recent Developments
Chris Kuehl |
| February 17, 2021 |
Non-Judicial Settlement, Modification, and Decanting Under the New Trust Code
Michael Sampson |
| March 17, 2021 |
TBD
Clary Redd |
| April 21, 2021 |
Audit Privileges, Fiduciary for Closely Held Business, Private Letter Rulings
Stephanie Loomis-Price |
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