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 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 10, 2020 November 10 - Liz Wallace
Liz Wallace
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 12, 2021 Save the Date - January 12, 2021 (Dinner Meeting tentative)
Stephen W. Trefts, Northwest Trustee & Management
March 9, 2021 Save the Date - March 9, 2021 Dinner Meeting
To be Announced
May 11, 2021 Save The Date - Annual Meeting 2021
TBD
View Past Events