| 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 |
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