Event Calendar

August 29, 2019 EPG Happy Hour
September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
October 7, 2019 Donor Advised Funds: The Swiss Army Knife of Charitable Planning
Bryan Clontz, Charitable Solutions, LLC
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 Medicare Planning
Diane Omdalh, RN, MS, 65 Incorporated
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 2, 2019 Holiday Party
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 6, 2020 Economic Update
Charlie Renhard, Citi Private Bank
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
February 3, 2020 Ice Cream Social: Federal Tax Update and Maximizing Stepped Up Basis for Couples
Jeffrey Levine, Kitces
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 Asset Protection in Estate Planning
Anne Booth Brockett, BMO Delaware Trust
May 4, 2020 Ethics
Mike Rubin, JD, McGlinchey Stafford PLLC
View Past Events