Event Calendar

October 10, 2019 Wrongful Death and the Personal Representative
Andrew B. Sasso, Esq. Macfarlane Ferguson & McMullen
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 14, 2019 Ready or Not, Like It or Not, E-WIlls/Trusts/and Other Estate Planning Documents are Coming
Angela M. Adams, Law Office of Wm. Fletcher Belcher
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 12, 2019 Interpretation vs. Intent Panel Discussion
Darby Jones, Erica Smith, Gentry Byrnes
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 9, 2020 Tax Update – IRA/Roth Conversion
TBA
January 29, 2020
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 13, 2020 IRA’s – Deeper Content
Lester Law
February 19, 2020 2020 Spring Social with Pinellas County Estate Planning Council
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 12, 2020 Retitling Assets
Angela Holbrook & Mark Gundel
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
April 23, 2020 Dementia & Guns
Professor Bobbi Flowers, Esq.
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 14, 2020 Donor Advised Funds
TBA
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)
View Past Events