Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
April 21, 2020 Developing and Keeping Business for Estate Planning and Trust Professionals
Cannon Teleconference
April 23, 2020 Anticipating the Unanticipated with Trust Planning & How South Dakota Can Help
Al King III
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
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: International Planning
Joseph A. Field
October 20, 2020 Contemporary Challenges in Trust Administration
Cannon Teleconference
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
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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