| 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 |
Council Year Kick Off Membership Reception
N/A |
| October 3, 2019 |
October Roundtable Continental Breakfast Meeting
To Be Announced |
| October 15, 2019 |
October Dinner Meeting
To Be Announced |
| 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
To Be Announced |
| November 19, 2019 |
November Membership Breakfast Meeting
To Be Announced |
| 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
To Be Announced |
| 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
To Be Announced |
| March 5, 2020 |
March Roundtable Continental Breakfast Meeting - Substance and Alcohol Abuse, Behavorial Health and Wealth Management
To Be Announced |
| April 21, 2020 |
April Membership Dinner Meeting - A Mock Trial - An Arbitration Experience
To Be Announced |
| May 19, 2020 |
May Annual Meeting Breakfast - It's All in the Numbers - Understanding Federal, State & Estate Tax Audits
To Be Announced |
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