Event Calendar & Meeting Materials

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 10, 2019 Planning for the Tech Entrepreneur | Buchanan Ingersoll & Rooney | 8:00 - 9:30 am
Jennifer B. Goode, Esq., Birchstone Moore
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 23, 2019 Golf Tournament
October 2, 2019 Trusts as Beneficiaries of IRAs | City Club | 5 - 8 pm
Michael Kitces
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 20, 2019 Goldenzweig Memorial Lecture | Life Insurance Valuation: Art vs. Science | City Club | 5:00 - 8:00 pm
Jamie Mendelsohn | Ashar Group
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
June 30, 2020 Sponsorship
June 30, 2020 New Member Fee
June 30, 2020 No Show Fee
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