For more information about Snell & Wilmer - Click Here

Event Calendar

November 20, 2019 Free Webinar Viewing: Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins , JD, AEP® (Distinguished)
December 2, 2019 Holiday Party at the Phoenix Zoo!
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: The Effect of Longevity on Your Life Priorities
Cynthia L. Hutchins, CRPC, CIMA
December 12, 2019 Free Webinar Viewing: 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
January 23, 2020 AEP Informational Event
Matthew Melhado, CFA (Chartered Financial Analyst)
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 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
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: 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 23, 2020 Spring Event at The Yard
May 4, 2020 The Ethics of Negotiations: Are There Any?
Mike Rubin, JD, McGlinchey Stafford PLLC
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)
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: TBD
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events