Event Calendar

September 5, 2019
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 5, 2019 National Economic Outlook
Joe Tracy (Federal Reserve - Executive VP)
September 11, 2019
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
October 3, 2019 Opportunity Zones/Provisions of the Recent Tax Law
Benetta Jenson (JP Morgan) and Kevin Matz (Stroock)
October 16, 2019
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 7, 2019 Estate/Trust Planning - Methods for Managing Difficult Beneficiaries
Lauren Wolven (Levenfled Pearlstein, LLC)
December 5, 2019 Case Study - Discussion of Different Approaches
John Karls, Laurel Stephenson, Ross Simms, Joanna Jadlow
December 11, 2019
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 9, 2020 Social Security Update
Chad Dziedzik (Blackrock)
February 6, 2020 Methods for Modifying Irrevocable Trusts
Eric Reis (Thompson & Knight)
March 5, 2020 Life Insurance with Higher Exemption Levels
Greg Holmgren (NY Life)
April 2, 2020 Current Estate Planning Developments
Steve Akers (Bessemer Trust)
May 7, 2020 Planned Giving Success and Horror Stories - Planning to Avoid Disaster
Jeremiah Doyle
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