| September 27, 2023 |
SEPC September Meeting - Zoom Option Only
Kit Mac Nee, Morgan Stanley |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 25, 2023 |
SEPC October Meeting
TBD |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| November 15, 2023 |
SEPC November Meeting
TBD |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 24, 2024 |
SEPC January Meeting
TBD |
| February 28, 2024 |
SEPC February Meeting
TBD |
| March 27, 2024 |
SEPC March Meeting
TBD |
| April 24, 2024 |
SEPC April Meeting
TBD |
| May 30, 2024 |
2024 SEPC Estate Planning Forum - Save the Date!
Various |
| June 30, 2024 |
SEPC Guest Payment
N/A |
| June 30, 2024 |
SEPC Member Meeting Fee
N/A |
|
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