May 12, 2021
529 Planning
Susan T. Bart, JD
26 Jan 2021 Chapter Meeting - Succession Planning and Family Drama: How We All Can Help |
10 Feb 2021 NAEPC Webinar - Post-Election Estate Planning |
02 Mar 2021 Chapter Webinar - Medicare, Medicaid & Health Care Cost Considerations during Retirement |
10 Mar 2021 NAEPC - Diversity, Equity and Inclusion |
21 Apr 2021 NAEPC Webinar - TBD |
11 May 2021 Chapter Webinar - Changes to Estate Planning as a Result of the COVID-19 Pandemic |
12 May 2021 NAEPC - 529 Planning |
09 Jun 2021 NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets |
14 Jul 2021 NAEPC Webinar - TBD |