Upcoming Events in Estate Planning and Financial Planning
Are you a volunteer leader or executive from an estate planning council looking to improve your council’s operations and initiatives? If so, mark your calendars for the NAEPC Virtual Leadership Day on June 26 from 2 to 4:30 p.m. This event is designed for individuals like you to discuss ideas and strategies related to member engagement, board and committee structure, membership qualifications, programming, sponsorship programs, diversity, and onboarding new members.
During the Virtual Leadership Day, you will have the opportunity to ask questions and learn from other council leaders about best practices in the industry. Whether you are a seasoned veteran or new to the role, this event will provide valuable insights to help you enhance your council’s effectiveness.
To RSVP for the event, simply visit shorturl.at/j4Lh0. Don’t miss this chance to connect with other estate planning professionals and take your council to the next level.
In addition to the Virtual Leadership Day, there are other upcoming events in the estate planning industry that you may be interested in attending. The Corporate Transparency Act (CTA) Reporting Guide for Estate Planners webinar on July 10 and the Estate Planning for International Families with U.S. Ties webinar with Edward A. Vergara on the same day offer valuable insights and continuing education credits for participants.
Looking further ahead, mark your calendars for the Financial Planning Association Annual Conference 2024, taking place from September 18 to September 20 in Columbus. This conference is a great opportunity to network with fellow financial planners, hear from thought leaders, and learn about the latest trends in the industry.
To register for any of these events, visit the provided short URLs. Don’t miss out on these valuable opportunities to enhance your skills and connect with other professionals in the estate planning industry.
