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

Event Calendar

February 27, 2024 Social Event - Bowlero Jupiter
N/A
February 27, 2024
NATIONAL EVENT:
NAEPC Webinar: Life Insurance Valuations Support Client Conversations During Tax Season - Complimentary Sponsored Webinar: Offered by Ashar Group
Jamie L. Mendelsohn, EVP - Ashar Group
March 7, 2024 March Speaker Breakfast Meeting - Advantages of Trust Real Estate
Jennifer Sperry w/Key Private Bank
March 13, 2024
NATIONAL EVENT:
NAEPC Webinar: The Fiduciary Era for Life Insurance; What Fiduciaries Need to Know About Life Insurance Illustrations for Policy Acquisition and Retention in Relationship to Their Fiduciary Duties
Steven S. Zeiger, CEBS
April 9, 2024 April Speaker Dinner Meeting - Jeremiah W. Doyle, IV
Jeremiah W. Doyle, IV, JD, LL.M.
April 17, 2024
NATIONAL EVENT:
NAEPC Webinar: The Coordination of Property & Casualty Insurance with Estate Planning
Linda Bourn
May 1, 2024
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Professionals - Topic TBD
Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)
May 2, 2024 Social Event - VooDoo Bayou Southern Cajun Kitchen
N/A
May 8, 2024
NATIONAL EVENT:
NAEPC Webinar: Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next
Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®
May 14, 2024 May Annual Membership Breakfast Meeting - Barry Nelson & Cassandra Nelson w/Nelson & Nelson
Barry Nelson, J.D., LL.M. & Cassandra Nelson, J.D.
June 12, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
July 10, 2024
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for International Families with U.S. Ties
Edward A. Vergara, JD, LL.M. (taxation)
August 14, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Elizabeth Forspan, Esq.
September 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Snowbirding: Living in More than One Location in Retirement
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 9, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
October 20, 2024
NATIONAL EVENT:
61st Annual
NAEPC Advanced Estate Planning Strategies Conference
December 11, 2024
NATIONAL EVENT:
NAEPC Webinar: Topic TBD
TBD
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
View Past Events