Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

Event Calendar

October 15, 2019 October Dinner Meeting - Due-ing The Due in Undue Influence
Peter Sachs, Esq.
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 7, 2019 November Roundtable Continental Breakfast Meeting - Collectibles - The "Art" of Appraisals, Distribution and Liquidity
Panelist: Rachel Doorly -Winston Art Group, April Matteini - Bonhams, Rani Newman Mathura, Esq. and Moderator, Syndie Levien, CFP
November 19, 2019 November Membership Breakfast Meeting - The "Yellow Brick Road" to Understanding Qualified Opportunity Zones
Panelist: Anthony Giacalone, CPA , Scott Martinho, CFA, MItchell Drossman, J.D., CPA and Moderator Tommy Thompson
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 21, 2020 January Joint Council Membership Meeting - The Digital Will Revolution
M. Travis Hayes, J.D., LL.M.
January 29, 2020
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 6, 2020 February Roundtable Continental Breakfast Meeting - Heckerling Update 2020
To Be Announced
February 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 18, 2020 February Membership Breakfast Meeting -High Net Worth Divorce Strategies and Issues: Family, Financial and Estate Planning Dynamics
Diane Peterson McNeal, Elisha Roy, Esq., Palika Trudeau & Rebecca Doane, Esq.
March 5, 2020 March Roundtable Continental Breakfast Meeting - Substance and Alcohol Abuse, Behavorial Health and Wealth Management
Arden O'Connor
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®
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 RIA in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP
April 21, 2020 April Membership Dinner Meeting - A Mock Trial - An Arbitration Experience
Alex Sabo, Esq., Jason Haselkorn, Esq., Jay Rosen & Matthew Thibaut, Esq.
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 19, 2020 May Annual Meeting Breakfast - It's All in the Numbers - Understanding Federal, State & Estate Tax Audits
Mary Elizabeth Tarter, CPA & Marjorie A. Horwin, CPA
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
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
View Past Events