Event Calendar

September 28, 2023 September 28, 2023 Dinner Meeting
Natalie Smailes, Center for Family Legacy
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)
November 7, 2023 November 7, 2023
Angela Wagner, J.D.
November 12, 2023
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
December 13, 2023
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
February 22, 2024 Federal Reserve Economic Outlook
Philadelphia Federal Reserve Bank
April 25, 2024 Dinner Meeting with Dr. Terry Madonna
Terry Madonna
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