Event Calendar

November 10, 2020
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 19, 2020 Family Legacy Conversations: Proven Practices Used by Successful Families
Eric Weiner, PhD; Eric Weiner Enterprises (Speaker will be In-Person)
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 21, 2021 Medicaid Issues in Estate Planning
David Grooters, J.D./C.P.A., Pappajohn, Shriver, Eide & Nielsen P.C., Mason City, IA (Speaker will be via Zoom only)
May 27, 2021 May 2021 Dinner, Annual Meeting, & Membership Program
Professor Samuel A. Donaldson, Georgia State University
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