Event Calendar

September 22, 2020 EPCMC Board Meeting
October 1, 2020
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 13, 2020 Florida Homestead Update
Jeff Goethe
October 14, 2020
NAEPC Webinar: Planning for International Families in a time of COVID-19
Joseph A. Field, Senior Counsel
November 17, 2020 Divorce: What Every Advisor Should Know About the Latest Trusts and Estates Developments
Sharon Klein and Christy Watkins-Wilmington Trust
December 9, 2020
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 19, 2021 Joint Council Event
Jere Doyle BNY Mellon
February 9, 2021 Financial Market Update
Stephen Colglazier, CFA Regions Private Wealth Management
March 9, 2021 TBD
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