Event Calendar

October 2, 2019 Brown Bag Lunch: From Deductables to Donut Holes
Dianne Savastano
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 4, 2019 Dinner: Efficiency Lego Event
Constance Maas, Managing Director, The MFA Companies
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 6, 2019 Brown Bag Lunch
TBD
December 4, 2019 Brown Bag Lunch: NAEPC Recap
TBD
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 6, 2020 Dinner:
TBD
January 8, 2020 Brown Bag Lunch
TBD
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
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 5, 2020 Brown Bag Lunch
TBD
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 2, 2020 Dinner: Death and Dirt! What Estate Planners Should Know To Make Conveyancers Happy
Ward Graham, Vice President, Senior Underwriting Counsel, Old Republic National Title Insurance Company
March 4, 2020 Brown Bag Lunch
TBD
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 1, 2020 Brown Bag Lunch
TBD
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
May 4, 2020 Dinner:
TBD
May 6, 2020 Brown Bag Lunch
TBD
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
June 3, 2020 Brown Bag Lunch
TBD
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