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

Event Calendar

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
View Past Events