Event Calendar

October 1, 2020
NATIONAL EVENT:
NAEPC Webinar: Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 21, 2020 Intersection of Bankruptcy and Estate Planning
Wayne Tucker, Esq.
November 18, 2020 41st Annual Inland Empire Estate Planning Seminar
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
December 16, 2020 Business Succession Planning in the New Normal
Stephanie Buckley
February 17, 2021 Pitfalls in Estate Planning
DonnaSue Ortiz, Esq.
March 17, 2021 Family Law and Estate Planning Cross-overs
Dane Holstrom, Esq.
April 21, 2021 Professional Malpractice Across Accounting, Insurance and Real Estate
David Cantrell, Esq.
May 19, 2021 May Meeting
View Past Events