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 17, 2019 Summer Social
Wine Master Lowell Jooste will give a talk on their sustainable winery and give a detailed explanation on all the wine that they will serve for the evening.
October 15, 2019 October EPCSD Meeting
Scott Rahn
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 12, 2019 November EPCSD Meeting
TBD
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 21, 2020 January EPCSD Meeting
TBD
February 18, 2020 February EPCSD Offsite Meeting
April 21, 2020 April EPCSD Meeting
TBD
May 19, 2020 May EPCSD Meeting
TBD
June 16, 2020 June EPCSD Meeting
TBD
View Past Events