| May 25, 2022 |
Annual Meeting Featuring Diane Rehm
Diane Rehm |
| June 8, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M. |
| June 9, 2022 |
Signature Sponsor Lunch-n-Learn Webinar | Five Valuation-Based Estate Planning Opportunities You Should Know About
Anne Meltzer, Tucker & Meltzer Valuation Advisors |
| June 28, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP® |
| June 30, 2022 |
Sponsorship
|
| July 13, 2022 |
NATIONAL EVENT:
NAEPC Webinar: An Overview of Planning and Issue Spotting for Multinational Individuals and Families
Alexander A. Bove, Esq. and Karen L. Witherell |
| August 10, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished) |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
|
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