| October 11, 2023 |
NATIONAL EVENT:
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 16, 2023 |
Life Settlements: Ethical and Professional Responsibility
Jamie L. Mendelsohn, Executive Vice President Ashar Group |
| October 24, 2023 |
Young Professional Hike
NONE |
| November 6, 2023 |
GST Tax and Happy Hour Late Afternoon Event
Stephen W. Murphy (Speaker will present on zoom) |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 11, 2023 |
Estate Planning Issues in Divorce
Sharon Klein |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 8, 2024 |
St. Louis Practicing Scholar Series: Best Planning Ideas Case Study
: Panel Elliot Dole, Michael Tessler, John Scott and Steve Gorin – Kathleen Bilderback Moderator |
| February 12, 2024 |
St. Louis Practicing Scholar Series speakers: 10 Frequent Life Insurance Mistakes in Estate Planning
Brian Seigel, JD |
| March 11, 2024 |
Estate planning for family vacation properties or challenging assets to hold in trust
Wendy Goffe |
| April 24, 2024 |
Adoption in Estate Planning - Wednesday
Kim Kamin, Partner Chief Wealth Strategist Gresham Partners LLC and Sarah Moore Johnson |
| May 13, 2024 |
Firearm Appraisal, Insurance and Transfer
Paul Bastean |
| May 31, 2024 |
Annual Sponsors July 1 2023 to June 30 2024
Annual Sponsors |
|
View Past Events
|
