Event Calendar

November 20, 2019 Mini-Seminar
Julia Reed (Schwab Charitable) and Max Williams (OCF)
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: The Effect of Longevity on Your Life Priorities
Cynthia L. Hutchins, CRPC, CIMA
December 31, 2019 48th Annual Estate Planning Seminar Materials
December 31, 2019 48th Annual Estate Planning Seminar - Order Written Materials
December 31, 2019 Post-Event Registration (Mini-Seminar)
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 24, 2020 49th ANNUAL ESTATE PLANNING SEMINAR
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 Annual Dinner
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 11, 2020 Mini-Seminar
TBD
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
May 13, 2020 Mini-Seminar
TBD
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
September 9, 2020 Mini-Seminar
TBD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
November 18, 2020 Mini-Seminar
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 31, 2020 Publication: "Dealing with the Death of a Loved One"
December 31, 2020 Publication: "The Oregon Fiduciary's Handbook"
December 31, 2023 Mini-Seminars: Guest Payment
Not applicable
View Past Events