Event Calendar

August 11, 2021
NATIONAL EVENT:
NAEPC Webinar: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
August 18, 2021 Board of Directors - Annual Planning Meeting
September 15, 2021
NATIONAL EVENT:
NAEPC Webinar: The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
Natalia C. Wilson, JD
September 23, 2021 Board of Directors Meeting
September 23, 2021 Taxes, Charitable Giving and The New Normal
David Bennett, President of Community Foundation Research and Training Institute
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 28, 2021 Board of Directors Meeting
October 28, 2021 Great Lakes Bay Regional Philanthropy Panel Discussion
Philanthropic Leaders from across Our Region
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
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