Event Calendar

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)
September 18, 2019 Joint Happy Hour with FPA, Society of FSP, SLCCGP
September 30, 2019 Season Pass Available for 2019 2020
Various
September 30, 2019 A Deeper Look At Social Security Benefits
Jody Harris
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 21, 2019 Family Matters for Business Owning Families
Claudia B. Sangster
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 18, 2019 Estate Planning Paralysis: Getting Your Clients to Act
Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 16, 2019 Special Needs Trust vs ABLE Accounts
Martha Brown
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 27, 2020 Best Planning Ideas for 2020 Panel Discussion
Kathleen Bilderback, Steve Gorin, John Scott, Michael Tessler
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®
April 27, 2020 Strategies, Traps and Solutions for Charitable Uses of Retirement assets
Professor Chris Hoyt
May 18, 2020 Finding Basis--It's Not Always Where You Thought It Was
Howard M. Zaritsky
View Past Events