Event Calendar

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: Cyber Risk – Knowing the Risks for Your Business and Insuring Against Them
Alicia Golia, Assistant Vice President, HUB International Cyber Risk Solutions
March 5, 2020 Regional Networking Event - RSVP by March 1, 2020
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: 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
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)
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
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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