| September 13, 2022 |
EPCLV Board Meeting
Strategic Planning Session |
| September 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Spousal Trusts: Opportunities and Pitfalls
Matthew G. Brown, Esq. |
| September 21, 2022 |
Important Issues in Modern Trust Design
Lawrence J. Macklin, AEP |
| October 19, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Family Matters: How Business-Owning Families Can Work Together for a Unified Future
Claudia B. Sangster |
| October 20, 2022 |
Introduction to ESQ Investing and Diversity Considerations in Investing
Bikram Chadra |
| November 10, 2022 |
Life Settlement and Policy Valuation Solutions for Estate and Tax Planning Professionals
Jon B.. Mendelsohn |
| November 10, 2022 |
EPCLV Board Meeting
Social Lunch Included |
| 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: TBD
TBD |
| January 26, 2023 |
How to Avoid and Manage IRS Audits
Michael Gregory |
| April 27, 2023 |
Board Meeting
Annual Meeting Preparations Followed by Social Hour |
| May 17, 2023 |
EPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets
Bryan Clontz |
|
View Past Events
|
