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 6, 2020 Board Meeting
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
October 20, 2020 GBREPC October Meeting
Domingo Such - Planning/Pitfalls with SLATs
November 10, 2020 Board Meeting
November 17, 2020 GBREPC November Meeting
Ronald Aucutt – Discussion on impact of Presidential Election
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
January 5, 2021 Board Meeting
January 19, 2021 GBREPC January Meeting
Eddie Thompson – Charitable Planning
February 9, 2021 Board Meeting
February 9, 2021 Board Meeting
February 16, 2021 GBREPC February Meeting
Robert Romanoff - You Call it a Practice, I Call it a Business
March 9, 2021 Board Meeting
April 20, 2021 Board Meeting
April 20, 2021 GBREPC April Meeting
TBD
May 11, 2021 Board Meeting
June 15, 2021 Board Meeting
View Past Events