Event Calendar

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 17, 2020 Specialty Asset Management – Farm, Ranch, Mineral & Timber Management
Jon C. Norstog and Jordan Urness with U.S. Bank
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
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 19, 2020 Save the Date - SEPC Annual Seminar May 19, 2020
TBA
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 15, 2020 Save the Date - September 15, 2020 Dinner Meeting
To Be Announced
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
November 10, 2020 Save the Date - November 10, 2020 Dinner Meeting
To Be Announced
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
January 12, 2021 Save the Date - January 12, 2021 Dinner Meeting
To be Announced
March 9, 2021 Save the Date - March 9, 2021 Dinner Meeting
To be Announced
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