Event Calendar

September 5, 2019
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
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 18, 2019 The Future of Estate Planning Profession
Eido Walny, Walny Legal Group, LLC, Milwaukee, WI
October 16, 2019 Life Insurance “Oops: the Most Common Mistakes in Life Insurance Estate Planning”
Don Jansen, The University of Texas System Business Law , Austin, TX
October 16, 2019
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 20, 2019 Trust Accounting Income
Mickey Davis & Melissa Willms, Davis & Willms, PLLC, Houston, TX
December 11, 2019 Excellence Under Pressure: A Leadership Development Seminar
Travis Carson, Market Force, Tucson, AZ
December 11, 2019
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 24, 2020 Estate Planners' Day 2020
Susan P. Rounds , Deutsche Bank & Gerry W. Beyer , Texas Tech University
February 19, 2020 Exploring Privilege in an Estate Planning Context
Stephanie Loomis-Price, Winstead, Houston, TX
March 18, 2020 Casket, Cremation or Crimini
Robert Fleming, Fleming & Curti, PLC, Tucson, AZ
April 22, 2020 A Practical Potpourri of Unexpected Traps and Opportunities
John Scroggin, Scroggin & Company PC, Scroggin & Company PC, Roswell, GA
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