| January 28, 2020 |
South Dakota MOST Legislation
Cameo C. Anders & LuAnn M. Eidsness |
| 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 |
| 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 20, 2020 |
Say What You Mean and Mean What You Say
Leslie Kiefer Amann JD |
| February 25, 2020 |
Mathematics and Economics of Estate Planning
Cannon Teleconference |
| 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® |
| March 19, 2020 |
Topic TBA
Robert Keebler |
| April 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP |
| April 21, 2020 |
Developing and Keeping Business for Estate Planning and Trust Professionals
Cannon Teleconference |
| April 23, 2020 |
Topic TBA
Al King |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 21, 2020 |
Topic TBA
Tom Paulowski |
| 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) |
| June 11, 2020 |
Community Foundations and Philanthropy: A View from the Inside
Ginger Mlakar |
| June 23, 2020 |
Ethics-Based Obligations in Specific Client Engagements
Cannon Teleconference |
| July 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished) |
| September 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD |
| September 22, 2020 |
Moving the Needle With Your Clients’ Retirement Asset Planning
Cannon Teleconference |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 20, 2020 |
Contemporary Challenges in Trust Administration
Cannon Teleconference |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 15, 2020 |
Conflicts of Interest Issues Facing Estate Planning Professionals
Cannon Teleconference |
|
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