Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 21, 2020 DEPC Annual Meeting
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
September 24, 2020 DEPC Meeting: Are We Planning for Wealth Sustainability or Wealth Dissipation? Why the Power of Collaboration is Integral to Beating the Shirtsleeves to Shirtsleeves in Three Generations Proverb
John A. Warnick
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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