Event Calendar

September 25, 2019 BEPC Breakfast Meeting - Federal Tax Update
Samuel A. Donaldson
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 16, 2019 BEPC Emerging Planners' Networking Luncheon – Revolutionize HOW You Work for Maximum Efficiency and Better, Faster Results
Leslie Shreve, Founder and CEO of Productive Day
October 29, 2019 BEPC Breakfast Meeting - Practical Planning and Drafting for Incapacity for Your Clients and Their Beneficiaries
Bernard Krooks
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 5, 2019 BEPC Breakfast Meeting - Charitable Topic
Stephanie (Stevie) Casteel
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 22, 2020 BEPC Breakfast Meeting - Adapt, Change or Disappear
David R. York, CPA MST
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 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®
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
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
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, 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)
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