SPONSOR REGISTRATION for EPCNN LUNCH & LEARN

Date: Friday, December 31, 2021
Time: 11:45am - 12:15pm
Location: Various
Speaker: Various

Upcoming Programs


Wednesday, April 8, 2020 3:00pm - 4:00pm ET

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

On July 18th 2018, the New York Department of Financial Services (NY DFS) issued the nations first "clients Best Interest Rule". Similar to other Fiduciary Laws, this rule defines the meaning of “clients’ best interests” for life insurance product recommendations based on a careful, skilled, prudent, and diligent evaluation of costs, performance, and risks relative to benefits.  Additional states have announced their own Fiduciary legislation.

In this important, wide-ranging presentation, we will review the Best Interest Rule that raises significant ethical considerations for estate planners and life insurance producers serving fiduciaries and/or working under a fiduciary definition of “clients’ best interests” both in and outside New York.

Steven is uniquely qualified to help estate planning professionals better understand the ethical implications and new business opportunities created by the “new fiduciary era for life insurance”.  He helps CPAs, wealth managers and attorneys guide their clients’ insurance decisions based on this prudent process.

Steven is an expert in applying Prudent Investor guidelines to life insurance product selection/retention and portfolio management according to established and proven asset management doctrine.  He is guided by the Uniform Prudent Investor Act, FINRA Rule IM 2210, NY DFS Regulation 187 "Clients Best Interest" rule and lessons learned from the first adjudicated fiduciary lawsuit regarding Trust Owned Life Insurance AKA Cochran v. Key Bank.  

Registration information will be posted soon.

 

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Wednesday, May 13, 2020 3:00pm - 4:00pm ET

TBD

Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)

Detailed information regarding this presentation will be posted soon.

 

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Wednesday, June 10, 2020 3:00pm - 4:00pm ET

Planning Team Revenue Opportunities Generated by New Tax Law

Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.

Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.  

 

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Wednesday, July 8, 2020 3:00pm - 4:00pm ET

TBD

TBD

Detailed information regarding this presentation will be posted soon.

 

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Wednesday, August 12, 2020 3:00pm - 4:00pm ET

TBD

Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)

Detailed information regarding this presentation will be posted soon.

 

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Wednesday, September 9, 2020 3:00pm - 4:00pm ET

Zen and the Art of Trust Modification - WELLS FARGO SPONSORED

Susan T. Bart, JD

Step back from the mind-numbing distinctions and details of particular decanting and nonjudicial modification statutes to focus on the universal issues that should be addressed when taking a trust into the shop and the nuts and bolts of getting your trust on the road again.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP. She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of its Estate and Gift Tax Committee. She was the Reporter for the Uniform Law Commission Trust Decanting Act.

Registration information will be posted soon.

 

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Wednesday, October 14, 2020 3:00pm - 4:00pm ET

International Planning

Joseph A. Field

Detailed information regarding this presentation will be posted soon.

 

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Wednesday, December 9, 2020 3:00pm - 4:00pm ET

TBD

TBD

Detailed information regarding this presentation will be posted soon.

 

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