Heritage Investment Group

Event Calendar

December 5, 2022 Holiday Reception & Social Event with Croquet Lessons
N/A
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
January 18, 2023
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort
January 18, 2023 Joint Speaker Dinner Meeting w/PBCEPC - Kevin Ainsworth & Edward Mason
Kevin Ainsworth, J.D., CPA & Edward Mason, J.D., LL.M.
February 22, 2023 Joint Speaker Dinner Meeting w/PBTI - Mark Brown & Christopher Weeg
Mark R. Brown & Christopher C. Weeg
March 9, 2023 Membership Social Event - Drive Shack
N/A
April 26, 2023 Speaker Dinner Meeting
TBD
May 10, 2023
NATIONAL EVENT:
NAEPC Webinar: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modem Love and Migrating Couples
Terry L. Turnipseed, JD, LL.M. (taxation)
May 10, 2023 Membership Annual Meeting & End of Season Reception
N/A
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), AEPĀ® (Distinguished)
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