Past Events

August 14, 2019 August 14th NAEPC Webinar - Technology in Your Estate Planning Practice
Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)
July 10, 2019 July 10th NAEPC Webinar - Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 20, 2019 Member Social and Networking/New Member Recognition
June 12, 2019 NAEPC Webinar: Leaving a Lasting Legacy
Eric Weiner, PhD
May 15, 2019 May 15, 2019 Dinner Meeting
Christopher Herthel
May 8, 2019 NAEPC Webinar: The Generational Solution
Leonard Renier
May 3, 2019 Estate Planning: What Everyone Needs to Know
Panel Discussion
April 10, 2019 April 10, 2019 Webinar
Marc L. Schultz, Esq.
March 13, 2019 March 13, 2019 Webinar
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
February 20, 2019 February 20, 2019 Dinner Meeting
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
February 13, 2019 February 13, 2019 Webinar
Kathleen M. Rehl, Ph.D.
January 9, 2019 January 9, 2019 Webinar
Jamie P. Hopkins, JD, MBA, LLM, CFP®
December 12, 2018 Webinar: Post-Mortem Estate Planning
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
December 5, 2018 December 2018 Dinner Meeting
Kelvin H. Chin
November 12, 2018 2018 Estate Planning Seminar
October 10, 2018 Robert G. Alexander Webinar Series - October 2018
A. Charles Schultz, JD
September 19, 2018 September 2018 Dinner Meeting
Paula Bishop, CPA
June 14, 2018 Spring Member Social/New Member Welcome
May 16, 2018 May 2018 Dinner Meeting
Douglas Faust, PhD.
February 21, 2018 February 2018 Dinner Meeting
Panel Discussion
December 6, 2017 December 2017 Dinner Meeting
John W. Porter, JD, B.B.A.
November 9, 2017 Estate Planning Seminar
September 20, 2017 September 20, 2017 Dinner meeting
Warren Baker, JD, Fairview Law Group
June 8, 2017 Member Social &New Member Recognition
May 17, 2017 May 2017 Dinner Meeting
Matthew Wesley, JD, MDiv.
February 15, 2017 February 2017 Dinner Meeting
Richard S Franklin, JD
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