| December 6, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Offered by Ashar Group – Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask
Jamie L. Mendelsohn |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| December 19, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: offered by MLG Capital - Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations
Billy Fox, CPA, SVP and Rick Reuter, CPA Controller |
| January 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| January 23, 2024 |
Estate Planning Council of Polk County January Dinner Meeting
Heckerling Panel |
| February 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Cryptocurrency
Abigail Earthman, JD, LL.M. |
| March 13, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance
Steven S. Zeiger, CEBS, TEP |
| March 19, 2024 |
Estate Planning Council of Polk County March Dinner Meeting
TBD |
| April 17, 2024 |
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn |
| April 30, 2024 |
Lunch 'n Learn
TBD |
| 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 12, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
| June 18, 2024 |
Lunch 'n Learn
TBD |
| July 10, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation) |
| July 16, 2024 |
Lunch 'n Learn
TBD |
| August 14, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq. |
| September 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 9, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP® |
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD |
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