| September 25, 2023 |
Alaska Self-Settled Dynasty Trust and Community Property Law: A Review and Retrospective
Bill Pearson |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 23, 2023 |
Transfer on Death Deeds on Property
Brogan Kirkman and Janelle Keller |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 27, 2023 |
Financial Scams: An Update from Detective Tiffani Loughman
Detective Tiffani Loughman |
| December 6, 2023 |
AEPC Annual Holiday Party
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 22, 2024 |
Now What?: Estate Planning Under the Corporate Transparency Act
Chris Lauer |
| February 26, 2024 |
The Best Ideas and Most Important Updates from the 58th Annual Heckerling Institute
|
| March 25, 2024 |
Planning for Special Needs Beneficiaries
Amrit Khalsa and Marietta Hall |
| April 22, 2024 |
The Biology of Investing
Dr. John Nofsinger |
| May 20, 2024 |
Philanthropy Presentation and Annual Meeting
|
| June 10, 2024 |
Program Planning Meeting
|
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