Event Calendar
December 11, 2019 |
NATIONAL EVENT:
NAEPC Webinar: The Effect of Longevity on Your Life Priorities
Cynthia L. Hutchins, CRPC, CIMA |
December 12, 2019 | Annual Holiday Gathering |
January 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC®, CSA |
January 16, 2020 |
Special Needs Estate Planning: Legal & Financial Issues
Jess Levins, JD |
January 29, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV |
February 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP® |
February 13, 2020 |
Heckerling Update
Michael Sneeringer |
March 11, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP® |
March 19, 2020 |
Medicaid 101
Heidi Brown |
April 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP |
April 16, 2020 |
ESG Investing
Dawn-Marie Driscoll |
May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
May 21, 2020 |
Community Property
Travis Hayes |
June 10, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished) |
July 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
August 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished) |
September 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD |
September 17, 2020 |
Qualified Charitable Deductions from IRAs
Al Stashis |
October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
October 15, 2020 |
Constructing an Investment Portfolio
Read Sawczyn & Dennis Landfried |
November 19, 2020 |
TBD
Linda Treise |
December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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