Event Calendar

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
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