Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
May 13, 2020 Mini-Seminar
TBD
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
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: International Planning
Joseph A. Field
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
November 18, 2020 Mini-Seminar
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 31, 2020 49th Annual Estate Planning Seminar - Order Written Materials
December 31, 2020 Post-Event Registration - Annual Seminar
December 31, 2020 Post-Event Registration: Mini-Seminar Guest Registration
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