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 17, 2019 AFTERNOON Meeting & Social: College Planning
Cozy Wittman
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 22, 2019 Breakfast Meeting: Minnesota Legislative Update
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 12, 2019 Breakfast Meeting: Lessons Learned, Tax Cuts, Job Acts
Thomas LaQua
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 28, 2020 Breakfast Meeting: Private Risk Management and P&C for High Net Worth Families
Brandon Hillman
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 25, 2020 Breakfast Meeting: Heckerling Review
March 24, 2020 Breakfast Meeting - You and Your Aging Clients: Long Term Care & Critical Illness Planning
Kelly Decker, MS, LUTCF, Ph.D.
April 28, 2020 Breakfast Meeting: Qualified Opportunity Zones-What Investors Should Know
Nina Streeter and Jennifer Proper
May 19, 2020 AFTERNOON Meeting & Social: MN Demographics/Residency Flight Impacts/State of the Market
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