Event Calendar

February 26, 2020 'Til Death & Divorce do Us Part
Patricia Marcin, Esq. & Brian P. Corrigan, Esq.
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 18, 2020 Contested Probate Proceedings
Bill Parkas, Esq.
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 22, 2020 The Discipline of Getting Things Done
Joe Campolo, Esq
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
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: TBD
TBD
October 21, 2020 How to Become a Master Rainmaker
Glenn Mattson
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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