Event Calendar
January 25, 2021 |
2021 Economic/Market Update
Ed Boehne, Haverford Trust |
February 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Post-Election Estate Planning
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) |
February 22, 2021 |
The SECURE Act
Richard Greenberg, Attorney |
March 10, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Diversity, Equity and Inclusion
TBD |
March 22, 2021 |
Hot Topics with the Montgomery County Orphans’ Court Judges
Honorable Judge Lois Murphy and Honorable Judge Gail Weilheimer of the Montgomery County Orphan’s Court |
March 31, 2021 | Donation |
April 21, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
May 12, 2021 |
NATIONAL EVENT:
NAEPC Webinar: 529 Planning
Susan T. Bart, JD |
May 17, 2021 |
Important Issues in Modern Trust Design
Lawrence J. Macklin, AEP® |
June 9, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished) |
July 14, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
August 11, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
September 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
View Past Events |