Past Events

October 16, 2019 NAEPC Webinar Viewing Party: 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
September 25, 2019 BEPC Breakfast Meeting - Federal Tax Update
Samuel A. Donaldson
September 11, 2019 NAEPC Webinar Viewing Party: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
July 10, 2019 NAEPC Webinar Viewing Party: Attorney-Client Privilege in a Team Environment
Kim Kamin, JD, AEP® and David Blickenstaff, JD
June 24, 2019 BEPC - Emerging Planner's Social
June 12, 2019 NAEPC Webinar Viewing Party: Leaving a Lasting Legacy
Eric Weiner, PhD
June 4, 2019 BEPC - Annual Meeting and Reception - Sharp Dressed Man
Christopher Schafer, Founder of Sharp Dressed Man
May 7, 2019 Borrowing Basis From Other Assets Using Partnerships
Jerry Hesch Esq., Special Tax Counsel
February 28, 2019 Annual Economic Update: To All the Economists I've Loved
Anirban Basu, The Sage Policy Group
January 31, 2019 Life Settlements: Today's Issues & Opportunities
Ken Samuelson, The Morehead Group AND Jon Mendelsohn, The Ashar Group
January 9, 2019 Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan
Jamie P. Hopkins, JD, MBA, LLM, CFP®
December 4, 2018 Annual Charitable Update: Generation Impact
Sharna Goldseker, Goldseker Foundation
October 30, 2018 Emerging Planners Networking Luncheon - The Multidisciplinary Team Approach to Estate Planning
Panel of BEPC Past-Presidents
October 25, 2018 Gray Areas, Slippage, & Ethical Lapses: What We Miss in Our Risk Analyses
Professor Marianne Jennings
September 20, 2018 The Year in Review: An Estate Planner's Perspective of Recent Tax Developments
Howard Zaritsky, JD, LLM
May 8, 2018 Annual Charitable Update; Retirement Assets for 1st and 2nd Marriages: Let the Fun Begin PLUS Income Tax Savings from Charitable Gifts After the New Tax Changes
Christopher Hoyt, Professor of Law, University of Missouri
February 28, 2018 Brown Sugar. Rockin' the Economic Data. Annual Economic Update
Anirban Basu, Sage Policy Group
January 24, 2017 Annual Tax Update: Recent Developments of Interest to Estate Planners
Turney P. Berry, Wyatt, Berry & Combs LLP
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