| December 8, 2022 |
Free Noon Webinar for QCEPC Members - "Estate Planning for Modern Families: Planning for Diversity and Flexibility"
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP® |
| December 14, 2022 |
NATIONAL EVENT:
NAEPC Webinar: Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. |
| January 12, 2023 |
Free Noon Webinar for QCEPC Members - "Spousal Trusts: Opportunities and Pitfalls"
Matthew G. Brown, J.D. |
| January 18, 2023 |
NATIONAL EVENT:
NAEPC Webinar: The IRS Dirty Dozen
Caroline D. Ciraolo and John D. (Don) Fort |
| January 26, 2023 |
*In-Person Luncheon* TOPIC: Medicare and Health Insurance
Chris Halbreiter, Halbreiter Financial |
| March 9, 2023 |
*In-Person Dinner* TOPIC: Work/life balance/wellness issues (ethics)
Yen Dao, B.S, Psychology and Speech Communication – and - M.Ed, Educational Leadership and Policy Studies |
| 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) |
| 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) |
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