| 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 17, 2019 |
Navigating the Business Networking Event - Special Event hosted by EPC Guidestar, EPC Cleveland's mentoring group
|
| October 30, 2019 |
East Side Breakfast - Planning the Disposition and Management of Closely-Held Businesses sponsored by Sequoia Financial Group
James S. Aussem, Esq., AEP® |
| November 5, 2019 |
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
|
| November 12, 2019 |
Monthly Luncheon - Topic TBD sponsored by Catholic Community Foundation
Leon Labrecque |
| November 21, 2019 |
Membership Meet Up (West)
|
| December 10, 2019 |
State Trust Income Tax Issues sponsored by Laurel Tree Advisors
Maryann Thomas |
| 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 14, 2020 |
Trustee Service Considerations
James R. Bright |
| January 16, 2020 |
Membership Meet Up (East)
|
| 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 11, 2020 |
2020 Heckerling Institute Update sponsored by Fifth Third Private Bank
Joseph M. Mentrek, Esq., AEP® |
| 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 26, 2020 |
West Side Breakfast - Topic TBD sponsored by Sequoia Financial Group
TBD |
| March 10, 2020 |
Monthly Luncheon - Topic TBD sponsored by Heirmark
TBD |
| 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 19, 2020 |
Membership Meet Up (West)
|
| 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 RIA in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP |
| April 14, 2020 |
Estate Planning Before, During, and After Divorce
Erika L. Haupt |
| April 29, 2020 |
East Side Breakfast - Topic TBD sponsored by Pease & Associates, CPAs
TBD |
| May 12, 2020 |
Annual Joint Luncheon with Tax Club of Cleveland - Evaluating the Health and Sustainability of a Nonprofit Organization sponsored by AB Bernstein
TBD |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 21, 2020 |
Membership Meet Up (East)
|
| June 9, 2020 |
Annual Meeting and Awards Luncheon sponsored by Glenmede & University Hospitals
|
| 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: TBD
TBD |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
|
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