Event Calendar

September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 18, 2019 A Capital Markets & Economic Overview For 2020 And Beyond
Paul Robertson, Senior Vice-President, Senior Portfolio Manager, Senior Investment Strategist; AllianceBernstein, NY, NY
October 16, 2019 Securing Your Next Generation Of Business…How and Why To Do Business With Millennials
Douglas A. Boneparth, CFP, MBA
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
View Past Events