Event Calendar
| October 5, 2023 | Board Meeting |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 19, 2023 |
Continuing Education Session
Ann Salek and David Lentz |
| November 8, 2023 |
4th Luncheon High-end Property and Casualty Insurance
Abby Diamond of Brunswick Companies |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| December 6, 2023 | Annual Elections and Social |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| View Past Events |
