Event Calendar

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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