Event Calendar

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)
September 23, 2019 2019 - 20 Season Kickoff Meeting
Justice Emede, Superior Court, Santa Clara County
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 21, 2019 October 2019 Dinner Meeting
Ken Fisher, Chairman, Fisher Investments
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 18, 2019 November 2019 Dinner Meeting
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 13, 2020 January 2020 Dinner Meeting
Michael C. Gray, CPA
February 24, 2020 February 2020 Dinner Meeting
Jim Brown, ASA, CFP® & Expert Panel
March 23, 2020 March 2020 Dinner Meeting
Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP® & Adjunct Professor, The American College & Drake Univ Law School
April 20, 2020 April 2020 Dinner Meeting
TBD
May 18, 2020 May 2020 Dinner & Annual Meeting
TBD
View Past Events