Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
April 22, 2020 POSTPONED: The Discipline of Getting Things Done
Joe Campolo, Esq
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 20, 2020 Critical Issues You Must Know for Snowbird Clients who Reside or Conduct Business in Florida
Amy Beller, Esq
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)
June 24, 2020 Surrogate's Court Update
Hon. Theresa Whelan, Suffolk County Surrogate's Court
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
September 23, 2020 Topic To Be Announced
Jonathan Blattmachr, Esq.
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
October 21, 2020 How to Become a Master Rainmaker
Glenn Mattson
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
November 18, 2020 Everything You Wanted to Know about Retirement Plan Designs But Were Afraid to Ask
Ronald Stair, PhD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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