Event Calendar

October 27, 2020 Tax Implications and Planning Opportunities in Light of Covid and the Elections
Erik Hendrickson, ChFC Senior Vice President & Senior Wealth Advisor, Northern Trust, Los Angeles Brandon Frandsen, MS Accountancy Wealth Advisor, Northern Trust, San Francisco
November 10, 2020
NATIONAL EVENT:
57th Annual NAEPC
Advanced Estate Planning Strategies
Complimentary Virtual Conference
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
Natalie B. Choate, Esq., AEP® (Distinguished)
November 18, 2020 Inland Empire Estate Planning Seminar
Various
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Virtual Shift: How to Work Online with Meetings, Webinars and More
Dean DeLisle, Founder and CEO, Forward Progress
January 26, 2021 Pomona Estate Planning Council
TBD
February 23, 2021 Pomona Estate Planning Council
TBD
March 23, 2021 Pomona Estate Planning Council
TBD
April 27, 2021 Pomona Estate Planning Council
TBD
May 25, 2021 Pomona Estate Planning Council
TBD
June 1, 2021 June Social Meeting
TBD
View Past Events