Event Calendar

November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 11, 2020 BDIT's and BDOT's..."The Beneficiary Defective Inheritor's Trust" and "The Beneficiary Deemed Owned Trust." What are they? How do they work? Concerns and Best Practices"
Edwin Morrow, J.D., M.B.A., CFP, CM&AA (Certified Mergers & Acquisition Advisor)
November 18, 2020 Virtual Happy Hour
GNJEPC
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 27, 2021 January Event
TBA
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