Event Calendar

January 29, 2020 NAEPC Webinar Viewing Party: Life Settlement Legal and Ethical Responsibilities
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
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
January 29, 2020 Emerging Planners SECURE Act Study Group
February 12, 2020 NAEPC Webinar Viewing Party: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
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 27, 2020 BEPC Breakfast Meeting - Economic Update
Anirban Basu
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®
March 11, 2020 NAEPC Webinar Viewing Party: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
April 8, 2020 NAEPC Webinar Viewing Party: 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 RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP
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 RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP
April 23, 2020 BEPC Special Event
May 5, 2020 BEPC Breakfast Meeting - Traps for the Unwary "Some Estate Planners Duties, Proscriptions, and Conundrums"
Richard A. Oshins, Esq. AEP® (Distinguished)
May 13, 2020 NAEPC Webinar Viewing Party: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 13, 2020 BEPC Emerging Planners Spring Happy Hour
June 10, 2020 NAEPC Webinar Viewing Party: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
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
July 8, 2020 NAEPC Webinar Viewing Party: TBD
TBD
August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
August 12, 2020 NAEPC Webinar Viewing Party: TBD
TBD
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
September 9, 2020 NAEPC Webinar Viewing Party: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 14, 2020 NAEPC Webinar Viewing Party: TBD
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 9, 2020 NAEPC Webinar Viewing Party: TBD
TBD
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