Event Calendar

October 5, 2021 Financial and Estate Planning Considerations for the College-Bound
Brian Kelleher, Mohamed-Merola Wealth Management
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 19, 2021 Highlighting Nonprofits: Beverly Bootstraps
Sue Gabriel, Executive Director, Beverly Bootstraps
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 3, 2021 Year-End Tax Update
Jerry Mahan, The MFA Companies; Ryan Swartz, McLane Middleton
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
December 9, 2021 Holiday Networking
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