Event Calendar

April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn and Steven Kent
May 1, 2024 FEPCMD Dinner Event With Optional Tour of Meadowbrook Hall "Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony"
Susan P. Rounds, Head U.S. Wealth Planning, Deutsche Bank
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
June 4, 2024 “Practical Planning for the Corporate Transparency Act (CTA)” Breakfast OR Lunch Event - your choice!
Thomas Tietz, Esq, Shenkman Law
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
August 26, 2024 FEPCMD 17th Annual Charity Golf Outing
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
September 12, 2024 FEPCMD Dinner Event "What the Cool Kids Are Doing in Estate Planning"
Samuel A. Donaldson, JD, LL.M., AEP (Distinguished)
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
October 30, 2024 FEPCMD Annual Meeting / Featuring Dr. Kevin Elko
Dr. Kevin Elko
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
December 30, 2024 2024 FEPCMD Sponsorships
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
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