Event Calendar

October 12, 2022 Meeting #1 - Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, Evercore Wealth Management, LLC
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster
November 2, 2022 Meeting #2 - BDITs and BDOTs
Mitch Drossman - Bank of America
November 15, 2022
NATIONAL EVENT:
59th Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-Conference Sessions for Council Leaders
November 15 - 18, 2022
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
February 8, 2023 Meeting #3 - Ensuring Your Client's Good Fortune Does Not Become a Misfortune for their Children
Jill Shipley - Tiedmann Advisors
March 8, 2023 Meeting #4
Paul Lee, Northern Trust
May 10, 2023 Annual Meeting
Stephanie Loomis-Price
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