| September 28, 2021 |
Determining Capacity in Elderly Clients - ABA Commission on Law and Aging - All Local Professionals Invited to Attend Via Zoom
VIA ZOOM PRESENTATION by David Godfrey, J.D., Sr. Attorney with American Bar Association Council on Law and Aging |
| October 13, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP® |
| October 26, 2021 |
An Analysis of Proposals Using Life Insurance: What Works, What May Not Be as Effective as Promoted, and What Does Not Work - Zoom Meeting
Lawrence J. Macklin, Esq., CPA, AEP® |
| November 2, 2021 |
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts |
| November 23, 2021 |
Current Adult Scams in Santa Barbara County - In Person Dinner
Vicki Johnson, SB County Deputy District Attorney Office |
| December 8, 2021 |
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP® |
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