Date: Tuesday, December 31, 2019
Time: 11:45am - 1:15pm
Location: Various
Speaker: Various

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

Leonard Renier


June 12, 2019 - Riley and Aquirre Sponsored

Ethical Wills

Eric Weiner


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

Topic TBD

Steven J. Oshins, JD, AEP® (Distinguished)


October 16, 2019 

Topic TBD



December 11, 2019 - Fennemore Craig Sponsored


Cynthia L. Hutchins, CRPC, CIMA


We will try to keep this updated, but please contact Gino Pascucci gpascucci@premiertrust.com before registering to confirm that the webinar has not previously been sponsored and so that we can provide you with details and materials.

See Upcoming Event Calendar