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)
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 17, 2019 October 17, 2019 Joint Workshop + Dinner Meeting with FPA Miami
Thomas J. Pauloski, JD, Bernstein Private Wealth Management, and Jonathan E. Gopman, JD, LL.M., Akerman LLP
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 14, 2019 November 14, 2019 Workshop + Dinner Meeting
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 9, 2020 January 9, 2020 Workshop + Dinner Meeting
February 11, 2020 February 11, 2020 - 8th Annual Estate Planning Symposium
March 19, 2020 March 19, 2020 Workshop + Dinner Meeting
April 16, 2020 April 16, 2020 Workshop + Dinner Meeting
May 21, 2020 May 21, 2020 Workshop + Dinner Meeting
View Past Events