Event Calendar

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 11, 2020 NAEPC WEbinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
March 17, 2020 Reno Breakfast Meeting - Reciprocal Trust Doctrine and Sham Trust Doctrine: How the IRS uses trust drafting or client’s behavior to attach otherwise legally valid trusts.
Aaron Hegji, Attorney Lobb & Plewe
April 8, 2020 NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187
Steven S. Zeiger, CEBS, TEP
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 15, 2020 Carson City Breakfast Meeting
TBD
May 7, 2020 Annual May Event
Alan Gassman and Peter Meyers
May 13, 2020 NAEPC Webinar - Topic TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
June 10, 2020 NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, 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)
June 17, 2020 Carson City Breakfast Meeting - Digital Asset Planning
Luke Welmerink
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
July 8, 2020 NAEPC Webinar
TBD
July 21, 2020 Reno Breakfast Meeting
TBD
August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
August 12, 2020 NAEPC Webinar - Topic TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
August 19, 2020 Carson City Breakfast Meeting
TBD
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
September 9, 2020 NAEPC Webinar - Zen and the Art of Trust Modification
Susan T. Bart, JD
September 15, 2020 Reno Breakfast Meeting
TBD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
October 14, 2020 NAEPC Webinar - Topic TBD
TBD
October 21, 2020 Carson City Breakfast Meeting
TBD
November 17, 2020 Reno Breakfast Meeting
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 9, 2020 NAEPC Webinar - Topic TBD
TBD
December 16, 2020 Carson City Breakfast Meeting
President's Message
December 31, 2020 SPONSOR REGISTRATION for EPCNN LUNCH & LEARN
Various
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