Event Calendar

February 21, 2024 Recent Developments in Estate & Gift Tax
Richard Furlong Jr. Senior Stakeholder Liaison; IRS Communications & Liaison
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
Steven S. Zeiger, CEBS, TEP
March 20, 2024 Hot Topics in the Orphan's Court
Honorable Judge Lois Murphy and Honorable Judge Melissa Sterling of the Montgomery County Orphan’s Court
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn
April 17, 2024 Health Care Decision-Making: Addressing Life and Death from Legal and Practical Perspectives
Karen L. Wolfe, Esq, Bode Hennegan, Jordan Stone, MD
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®
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
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