Event Calendar

February 21, 2020 Charitable Planning
Colin Nemeth from UW Foundation
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 20, 2020 AZ and Florida Multi State Estate Planning Panel
Attorneys: Robert Mathers and Matthew Brehmer
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 17, 2020 Solo/Small Business Panel Discussion
Various Small Bus owners and Moderator TBD
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 15, 2020 Topic and Speaker TBD
TBD
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 18, 2020 Topic and Speaker TBD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 16, 2020 Topic and Speaker TBD
November 20, 2020 Topic and Speaker TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events