| 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 |
|
View Past Events
|
