Event Calendar
| 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 |
| November 20, 2019 |
A Special Elder Care and Special Needs Planning Update – What's New, Recent Developments, Recent Cases, New Legislation
Crystal West Edwards & Regina M. Spielberg, Esqs.; Schenck, Price, Smith & King, LLP |
| December 11, 2019 |
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA |
| January 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA |
| 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 |
| January 29, 2020 |
The FIRST and BEST Review of The 2020 Heckerling Institute on Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD |
| 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 19, 2020 |
TBD
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: TBD
Steven S. Zeiger CEBS, TEP |
| 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) |
| View Past Events |
