Event Calendar

June 8, 2023
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the Society of Financial Service Professionals - Succession Planning and Selling Family and Closely Held Businesses
James S. Aussem, JD, AEP (Distinguished)
June 14, 2023
NATIONAL EVENT:
NAEPC Webinar: Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)
Louis W. Pierro and Prof. Peter J. Strauss
July 12, 2023
NATIONAL EVENT:
NAEPC Webinar: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE
August 9, 2023
NATIONAL EVENT:
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M.
September 12, 2023 Durham-Orange Estate Planning Council Lunch Meeting
TBA
September 13, 2023
NATIONAL EVENT:
NAEPC Webinar: What’s Trending in Charitable Planning – Tips for Advisors on Need to Know Strategies
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®, Thomas M. Griffith, ChFC®, CAP®, AEP®, and Ginger F. Mlakar, JD, CPA, AEP®
October 10, 2023 Durham-Orange Estate Planning Council Lunch Meeting
TBA
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)
November 12, 2023
NATIONAL EVENT:
Save the Date
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Post-Conference Sessions for Council Leaders
November 12 - 16, 2023
November 14, 2023 Durham-Orange Estate Planning Council Lunch Meeting
TBA
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 9, 2024 Durham-Orange Estate Planning Council Lunch Meeting
TBA
February 13, 2024 Durham-Orange Estate Planning Council Lunch Meeting
TBA
May 14, 2024 Durham-Orange Estate Planning Council Lunch Meeting
TBA
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