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Event Calendar
March 13, 2013 |
What Now? - An exploration of practical considerations for clients and their planners |
January 29, 2013 |
Top Ten Mistakes of Affluent Clients in Personal Risk Management |
November 7, 2012 |
National Event:
NAEPC & The NAEPC Education Foundation 49th Annual Conference |
October 16, 2012 |
Perfecting Donor Intent |
September 13, 2012 |
Federal Tax Update for 2012 |
May 15, 2012 |
CEPC Annual Meeting |
February 21, 2012 |
Exercising Discretion in Discretionary Trusts |
January 24, 2012 |
The Legal and Practical Aspects of Private Trust Companies and Family Offices |
November 16, 2011 |
National Event:
NAEPC and The NAEPC Education Foundation 48th Annual Conference |
October 19, 2011 |
National Event:
The Care Managers Role in Estate Planning for Clients Living w Chronic Illness, Professional Webinar |
October 19, 2011 |
National Event:
Reasons Clients Should Seek Advice on Financial and Estate Planning Matters, Professional Webinar |
October 18, 2011 |
National Event:
Estate & Financial Planning for People Living with Parkinson's Disease, a Consumer Webinar |
October 18, 2011 |
National Event:
Practical and Vital Estate Planning Information in Plain English, a Consumer Webinar |
October 18, 2011 |
National Event:
Estate and Financial Planning for Those Living with Alzheimer's Disease, A Consumer Webinar |
October 17, 2011 |
National Event:
Estate and Financial Planning for People Living with COPD, a Consumer Webinar |
October 17, 2011 |
National Event:
Estate and Financial Planning for People Living with Multiple Sclerosis, a Consumer Webinar |
October 17, 2011 |
Changing the Donor Conversation in Charlotte |
October 12, 2011 |
National Event:
National Est Plng Awareness Week Kick-Off Webinar w Jonathan G. Blattmachr, JD, AEP (Distinguished) |
September 27, 2011 |
Onshore, Offshore, or Unsure: Current Issues in Asset Protection Planning |
May 9, 2011 |
CEPC: Annual Meeting at NASCAR |
February 28, 2011 |
What Executors and Trustees Wish You Knew About Estate Settlement |
January 24, 2011 |
Legislative Update |
November 17, 2010 |
National Event:
The NAEPC Foundation / NAEPC 47th Annual Conference |
October 18, 2010 |
Charitable and Estate Tax Planning in a Confused World |
September 13, 2010 |
Economic Outlook: Up, Down, or Sideways |
May 18, 2010 |
CEPC: Annual Meeting |
February 8, 2010 |
Education Planning for High Net Worth Clients |
January 11, 2010 |
Finally Finality for Estate Planners (at least we hope so) |
November 11, 2009 |
National Event:
Nat'l Association of Estate Planners & Councils 46th Annual Conference |
October 26, 2009 |
Current Business Valuation Issues |
October 19, 2009 |
National Event:
National Event - Why 2009 Is So Important for Financial and Estate Planning: Reviews You Should Do N |
September 21, 2009 |
Impact of recent economic woes on the life insurance industry and issues of individual company finan |
May 12, 2009 |
“Broken Trust: Greed, Mismanagement, and Political Manipulation at America’s Largest Charitable Tru |
February 9, 2009 |
Recent (or Proposed) Estate and Income Tax Legislative Developments Affecting Wealthy Clients |
January 5, 2009 |
Unexpected Consequences for Baby Boomers |
January 1, 2009 |
Finally Finality for Estate Planners (at least we hope so) |
October 13, 2008 |
Investor Psychology: Managing Our Own Cognitive Limitations |
September 9, 2008 |
Estate Planning for the Next Generation(s) of Clients: It's Not Your Father's Buick Any More |
May 12, 2008 |
2007-2008 Annual Meeting - MEMBERS ONLY |
February 25, 2008 |
Estate Planning Hot Topics and Current Developments |
January 28, 2008 |
Practical Guidance for Fiduciary Risk Management |
October 19, 2007 |
Dr. Rusty Scalpel: A Mini-case with a Point! |
September 17, 2007 |
Identifying and managing family dynamics in estate planning |
May 7, 2007 |
McColl Fine Art |
March 5, 2007 |
"Hot Topics in Estate Planning" |
January 22, 2007 |
Your Identity-Protecting Your Most Precious Asset |
October 30, 2006 |
"Delaware Advantages for Personal Trusts" |
September 11, 2006 |
“Reinventing Yourself After Estate Tax Repeal or Higher Exemptions: Using Estate Planning Technique |
Current Events
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