Event Calendar

February 20, 2020 Webinar | Highlights from the 2020 Heckerling Institute for Estate Planning
John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg, Bank of America Private Wealth
February 26, 2020 NVEPC New Member Luncheon
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 NVEPC Webinar & Networking Event - Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA, AEP
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 30, 2020 Joint Councils Meeting - The Washington Update- What Does All This Noise Mean to Me and My Clients?
Jeff Bush, The Washington Update
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 13, 2020 NVEPC Webinar Broadcast*
June 2, 2020 NVEPC Membership Meeting: Diminished Capacity and Elder Abuse
Angela Baker, CFP, JD, CLTC, CASL, West Financial Services, Inc.
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)
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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