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 19, 2020 Federal Tax Impacts of the CARES Act and Beneficiary Babel: Differences in Beneficiary Designation Terminology, Options, Defaults & Strategies Among Major Custodians
Isabel Santner, BKD and John Hurlow, Joseph Manley and Derek Grimmer, Hurlow Wealth Management Group, Inc.
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
February 25, 2021 February Seminar
TBD
May 20, 2021 May Seminar
TBD
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