Event Calendar

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 7, 2020 Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!
Justin T. Miller, J.D.,LL.M., TEP, AEP, CFP
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 11, 2020 Death and Taxes/SECURE: Planning for Retirement
Natalie Choate
December 2, 2020 Estate Planning Issues Post-Election
Amy Smith, CPA, CSEP, MST
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
January 6, 2021 TBA
February 3, 2021 TBA
March 3, 2021 TBA
April 7, 2021 TBA
May 5, 2021 May REEPC at Redwood Empire Food Bank
TBA
View Past Events