Event Calendar

September 29, 2020 Webinar: Charitable Planning with Non-Cash Assets & Charitable Trends Every Advisor Should Know in 2020
Bryan Clontz, Charitable Solutions, LLC
October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 22, 2020 Save the Date: Suddenly Single
Steph Wagner, Director of Women & Wealth, Northern Trust
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
View Past Events