Event Calendar

October 26, 2020 The Secondary Market for Life Insurance; Current Trends, New Applications
Jack Elder, Coventry
November 10, 2020
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 23, 2020 Using LinkedIn and Social Media Effectively in your Practice
Bill McCormick, Social Sales Link
December 3, 2020 Holiday Networking Event
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 25, 2021 2021 Economic/Market Update
Ed Boehne, Haverford Trust
February 22, 2021 The SECURE Act
Richard Greenberg
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
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