Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 8, 2020 SCEPC Member Continuing Education ZOOM Meeting - Charitable Giving Strategies in the TCJA Era
Patrick J. Saccogna, J.D., LL.M., CPA (inactive), AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 20, 2020 Cannon Financial CE Credit Webinar - Contemporary Challenges in Trust Administration
Charles A. Redd and Turney P. Berry
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
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 17, 2020 Cannon Financial CE Credit Webinar - Essential Asset Protection Planning
Charles A. Redd and Turney P. Berry
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
December 15, 2020 Cannon Financial CE Credit Webinar - Conflicts of Interest Issues Facing Estate Planning Professionals
Charles A. Redd and Turney P. Berry
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