Event Calendar

October 11, 2023
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
October 11, 2023 Creating Great Relationships with Clients
Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners
October 26, 2023 The evolution of journalism over the last 50 years, exploring the challenges and triumphs in this changing profession
Joann Lublin and Michael Pollack
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 15, 2023 “Estate Planning for the 99% of us"
JORDON N. ROSEN, CPA, MST, AEP®
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 17, 2024 Economic/Market Update
Haverford Trust speaker
February 21, 2024 Tax Topic
Richard Furlong Jr. Senior Stakeholder Liaison; IRS Communications & Liaison
March 20, 2024 Hot Topics in the Orphan's Court
Orphans’ Court Judges
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