| 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
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| 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
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