Thank you to our February 28, 2018 Meeting Sponsor!

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 25, 2019 OPENING DINNER MEETING
Case Study
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 6, 2019 LUNCH EDUCATION MEETING
December 4, 2019 DINNER MEETING
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
February 5, 2020 LUNCH EDUCATION MEETING
March 4, 2020 DINNER MEETING
May 6, 2020 BREAKFAST EDUCATION MEETING
June 3, 2020 ANNUAL DINNER MEETING
View Past Events