Event Calendar

February 24, 2020 The Estate of Han Solo - Unusual Aspects of Estate Administration
Jennifer Kosteva, Esq., Adam T. Gusdorff, Esq., Heckscher, Teillon, Terrill & Sager P.C.
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 23, 2020 Social Security
Jay Burgman, CFP®, AEP®, Northwestern Mutual
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 27, 2020 Ethical Concerns for the Estate Planner - Joint meeting with the BCEPC hosted by MCEPC
Jay Wagner, Esq., Stevens & Lee
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
June 4, 2020 Annual Seminar
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)
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 21, 2020 Drafting Substance Abuse Trusts
Martin Hagan
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 26, 2020 Planning with Life Insurance in a High Exemption Environment
Jack Elder, Coventry
November 23, 2020 Using LinkedIn and Social Media Effectively in your Practice
Brynne Tillman
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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