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 11, 2019
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 17, 2019 Opportunity Zones
Trinity Bradley-Anderson and Chelsea Gaylord
October 8, 2019 Business Succession Planning
Connie Smith, JD
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 12, 2019 Charitable Giving Strategies
Leslie Sabin and Lori Bellingham
December 11, 2019
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 14, 2020 GRATS & Wealth Transfer Using Debt Strategies
Matt Frank
February 11, 2020 Trust Modifications & Decanting
Jessica Broderick
March 10, 2020 VA & Medicaid Benefits: How Not to Interfere
Rabea Taylor
May 12, 2020 The Human Side of Planning
John A. Warnick
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