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March 2019
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From 12:30 PM - 2:00 PM:
Brown Bag Lunch Seminar: Fundamentals of Estate Planning - Part One
3 - 4 PM ET:
NAEPC Webinar: Life Settlement Case Studies and How to Protect Client Best Interests
28
From 12:00 PM to 1:00 PM:
BEPC Webinar: Heckerling Institute on Estate Planning Recap
1
2
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3
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5
6
From 11:30 am - 1:30 pm:
Getting the Greatest “Bang for Your Buck” with Philanthropy
7
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9
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10
11
12
13
3 - 4 PM ET:
NAEPC Webinar: Business Clients Succession Planning
From 5:30 pm - 8:00 pm:
New Member/Alumni Networking Event*
14
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24
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11:30 AM - 1:30 PM:
March Educational Seminar: The Family Dynamics of Wealth
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31
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