Event Calendar

September 4, 2019 Current Developments in Business Valuation
John Emory, Jr.
September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
October 2, 2019 Elder Abuse and Financial Exploitation: A Wisconsin Approach
Jessica Liebau
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 6, 2019 Making Retirement Benefits Payable to Trusts
Natalie Choate
December 4, 2019 Estate Planning and Divorce: A Family Law Perspective
Christy Brooks
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
February 5, 2020 Heckerling Highlights
Mark Shiller
March 4, 2020 TBD
May 6, 2020 TBD
June 3, 2020 Topic TBD by Sam Donaldson
Sam Donaldson
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