Event Calendar

September 19, 2019 Tax Update
Amy Dalen, JD
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 17, 2019 Mom Always Liked You Best: Unequal Testamentary Bequests
Marve Ann Alaimo, JD
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 21, 2019 Planned Giving; Joint Meeting w/ the Planned Giving Council
Bill Rice, FGCU, Senior Associate Vice President for University Advancement
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 12, 2019 Holiday Gathering & Annual Meeting
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
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®
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®
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
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)
View Past Events