Event Calendar

October 11, 2023
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)
October 17, 2023 Recent Developments in Estate Planning. Dinner is sponsored by United Nursing Services and Harbor Financial Group.
Sam Donaldson
November 12, 2023
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 16, 2023 Just Because You Can Doesn't Always Mean You Should - Fiduciary Considerations When Using Federal Trust Laws. Dinner is sponsored by The Gardens of Boca Raton. Cocktail Hour is sponsored by Rosenzweig Financial Services.
Dave Diamond
December 5, 2023 “Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.
December 13, 2023
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 23, 2024 The Secure (“Setting Every Community up for Retirement Enhancement” or “Sending Everyone Cowering under Reduced Expectations”) Act & other Recent Dev. in Estate Planning for Retirement Assets. Dinner is sponsored by Boca Raton Regional Hospital. Cocktail Hour is sponsored by Semus Wealth Partners
Bob Kirkland
February 21, 2024 The Hatfields & The McCoys: Pitfalls When Planning With Real Estate. Dinner is sponsored by Heritage Auctions. Cocktail Hour is sponsored by Janney Montgomery Scott.
Marve Ann Alaimo
May 1, 2024 Charitable Planning. Dinner is sponsored by Synovus.
Kristina Ratama
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