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