Event Calendar

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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