Event Calendar

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
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 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 24, 2020 Income Tax Update: Planning Opportunities and Pitfalls as Your Clients Prepare to File 2020 Returns
Doug Mueller
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®
March 23, 2020 Live Financially Sound and Physically Strong
Wendy Boglioli
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
April 27, 2020 Strategies, Traps and Solutions for Charitable Uses of Retirement assets
Professor Chris Hoyt
April 27, 2020 Income Tax Savings with The Charitable Use of Retirement Assets
Chris Joyt
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 18, 2020 Finding Basis--It's Not Always Where You Thought It Was
Howard M. Zaritsky
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)
View Past Events