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UPCOMING EVENTS

March 2, 2020

Practical Planning Ideas and Solutions Through Delaware: An Overview of Ideas and Opportunities for Families and Business Owners

Anne Booth Brockett, BMO Delaware Trust

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March 18, 2020

Free Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era

Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

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March 26, 2020

EPG Study Group

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April 15, 2020

Free Webinar Viewing: 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

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