|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
|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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