Event Calendar
| September 28, 2023 |
"Health, Wealth and a Confident Retirement"
Michael Yee, CFP, CRPC, CFS, CLTC, Private Wealth Advisor, Ameriprise Financial Services LLC |
| 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 26, 2023 |
TBD
TBD |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference with Council Leadership Conference November 12 - 16, 2023 |
| November 16, 2023 |
TBD
TBD |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 27, 2024 |
2023 Annual Banquet
TBD |
| View Past Events |
