Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
April 21, 2020 April Meeting Canceled
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 19, 2020 May EPCSD Meeting: Prop 13 & transfer Tax Issues by Matthew Burk
Matthew Burk
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)
June 16, 2020 June EPCSD Meeting: Life Settlement and the Sale of Existing Life Insurance Policies
Steve Brown of Brown, Brown & Gomber (Chicago, IL)
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 21, 2020 July EPCSD Meeting- Regional Economic Update by Alan Nevin
Alan Nevin
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
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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