April 25, 2018 |
NATIONAL EVENT:
NAEPC Webinar: S.A.V.E. Yourself (not your usual estate planning topic)
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May 9, 2018 |
NATIONAL EVENT:
NAEPC Webinar: The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them
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May 16, 2018 |
Mini-Seminar
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June 6, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
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July 18, 2018 |
NATIONAL EVENT:
NAEPC Webinar: What the Estate Planner Needs to Know about Roth Retirement Plans
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August 8, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
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September 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Professional Collaboration
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September 19, 2018 |
Mini-Seminar
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October 10, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Blended Gifts for Boomers
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November 6, 2018 |
NATIONAL EVENT:
55th Annual NAEPC Advanced Estate Planning Strategies Conference - November 6-9, 2018
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November 14, 2018 |
Mini-Seminar
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December 12, 2018 |
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
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December 31, 2018 |
2018 Annual Seminar Materials
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December 31, 2018 |
47th Estate Planning Seminar - materials available for purchase
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December 31, 2020 |
Publication: "Dealing with the Death of a Loved One"
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December 31, 2020 |
Publication: "The Oregon Fiduciary's Handbook"
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View Past Events
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