Event Calendar

May 25, 2022 EPCLV Annual Membership Meeting with Martin Shenkman Presenting
Martin Shenkman
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M.
June 28, 2022
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: An Overview of Planning and Issue Spotting for Multinational Individuals and Families
Alexander A. Bove, Esq. and Karen L. Witherell
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
September 21, 2022 Marketing an Estate Planning Practice: The Six Magic Steps
Steve Leimberg, Esq.
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
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 26, 2023 How to Avoid and Manage IRS Audits
Michael Gregory
May 17, 2023 EPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets
Bryan Clontz
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