Event Calendar
| March 5, 2020 |
TOPIC: Insurance Planning After Tax Reform
Lawrence Brody, Bryan Cave Leighton Paisner |
| 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® |
| 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 |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| 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: International Planning
Joseph A. Field |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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