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 26, 2019 Recent Developments & Common Mistakes in Special Needs Trusts
Dennis McAndrews, Esq.-McAndrews, Mehalick, Connolly, Hulse, Ryan & Marone P.C.
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 24, 2019 The Morphing of Our Long Term Safety Nets
Linda Anderson, Esq-Anderson Elder Law.
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 14, 2019 Transition by Design: Business Succession Planning
Susan P. Rounds, JD, CPA, LL.M, AEP, TEP-Deustche Bank
December 3, 2019 CCEPC Holiday Party
N/A
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
February 20, 2020 A New Form of Asset Protection Trusts-Past Presidents Dinner
Jonathan Blattmachr, Esq.-Pioneer Wealth Partners
April 23, 2020 Post Tax Social
N/A
May 14, 2020 You Be the Appraiser: Annual Meeting & BBQ
Kamelot Auctions, Bunch Auctions, Freeman's & Briggs Auctions
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