Event Calendar

January 27, 2020 Best Planning Ideas for 2020 Panel Discussion
Steve Gorin, John Scott, Michael Tessler, Kathleen Bilderback
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 9, 2020 Special Needs Trust vs ABLE Accounts
Martha Brown
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 Today’s Increasing Need For Long Term Care Planning
Wendy Boglioli
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 Joint Happy Hour
None
April 27, 2020 Strategies, Traps and Solutions for Charitable Uses of Retirement assets
Professor Chris Hoyt
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)
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 3, 2020 Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans.
Natalie Choate
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
November 9, 2020 The Ethics of Negotiations For Estate Planners: Are There Any?
Mike Rubin
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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