Event Calendar

September 5, 2019
NATIONAL EVENT:
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
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 23, 2019 Planning For Estates Under $10 Million
Jordon Rosen, CPA, AEP; BELFINT ∙ LYONS ∙ SHUMAN
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 28, 2019 The Exploding World of Guardianships
Donald Petrille, Jr. Attorney, High Swartz
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 25, 2019 "What is it Worth?" Panel Format: Valuables Appraisals
Speakers from Freeman's Auction
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 27, 2020 Economic & Markets Update
Ed Boehne, Haverford Trust
February 24, 2020 The Estate of Han Solo
Jennifer Kosteva, Esq., Adam T. Gusdorff, Esq., Heckscher, Teillon, Terrill & Sager P.C.
March 23, 2020 Social Security
Jay Burgman, CFP®, AEP®, Northwestern Mutual
April 27, 2020 Ethical Concerns for the Estate Planner - Joint meeting with the BCEPC hosted by MCEPC
Jay Wagner, Esq., Stevens & Lee
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