Please register below to sponsor a Bob Alexander Webinar. All Webinars are offered from 12:00 - 1:00 PST.
Cost: $150.00, plus snacks/lunch during the webinar.
The sponsor must have the technology to present a webinar. We ask that your space be able to accomodate 12 people. The sponsor will be listed as the host on the EPCNN website and may invite 2 (non-member) guests for free.
The dates and topics are as follows:
January 9, 2019 - Berge & Company CPA Sponsored
Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan
Jamie P. Hopkins, JD, MBA, LLM, CFP®
February 13, 2019 - Wells Fargo Sponsored
Working Well with Widows
Kathleen M. Rehl, Ph.D., CFP®, CeFT®
February 27, 2019
Complimentary Sponsored Webinar: Topic TBD
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
March 13, 2019 - TCI Wealth Advisors Sponsored
Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
April 10, 2019 - CLA (CliftonLarsonAllen LLP) Sponsored
Qualified Opportunity Zones
Marc L. Schultz, Esq.
May 8, 2019 Ameriprise Financial Jackie Lynch Sponsored
The Generational Solution
June 12, 2019 - Riley and Aquirre Sponsored
July 10, 2019 Wells Fargo Sponsored
Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment
Kim Kamin and other panelists
August 14, 2019 - Berge & Company CPA Sponsored
Technology in Your Practice
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
September 11, 2019 - Dunham Trust Sponsored
Steven J. Oshins, JD, AEP® (Distinguished)
October 16, 2019
December 11, 2019 - Fennemore Craig Sponsored
Cynthia L. Hutchins, CRPC, CIMA
We will try to keep this updated, but please contact Gino Pascucci email@example.com before registering to confirm that the webinar has not previously been sponsored and so that we can provide you with details and materials.