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Event Calendar

September 22, 2020 Opening Reception - Virtual Gathering Breakout Sessions
No Speaker
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 27, 2020 USE OF TRUSTS AFTER SECURE, COVID TAX PROVISIONS AND MORE
David Bowers, LL.M
October 27, 2020 Happy Hour Networking Session
November 10, 2020 Regular Speaker Meeting Virtual
TBD
November 10, 2020 Happy Hour Networking Session
December 8, 2020 Holiday Virtual Networking Gathering
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 19, 2021 Regular Speaker Meeting
TBD
February 23, 2021 Regular Speaker Meeting
TBD
April 28, 2021 Joint Meeting with Palm Beach Tax Institute
TBD
May 19, 2021 Joint Meeting with Palm Beach Estate Planning Council
TBD
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