| 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 10, 2019 |
An Inside Scoop To Personal Insurance
Michelle Hirsch |
| 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 |
2019 Fall Social
|
| September 25, 2019 |
West Side Breakfast - Topic TBD
TBD |
| October 8, 2019 |
Navigating the Charitable Gifting Landscape sponsored by Zinner & Co. LLP
Ginger F. Mlakar, Esq., CPA, AEP® |
| 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 30, 2019 |
East Side Breakfast - Topic TBD sponsored by Sequoia Financial Group
TBD |
| 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
Leon Labrecque |
| December 10, 2019 |
State Trust Income Tax Issues
Maryann Thomas |
| December 11, 2019 |
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA |
| January 14, 2020 |
Monthly Luncheon - Topic TBD
TBD |
| February 11, 2020 |
2020 Heckerling Institute Update sponsored by Fifth Third Private Bank
Joseph M. Mentrek, Esq., 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 |
| April 14, 2020 |
Monthly Luncheon - Topic TBD
TBD |
| April 29, 2020 |
East Side Breakfast - Topic TBD
TBD |
| May 12, 2020 |
Annual Joint Luncheon with Tax Club of Cleveland - Topic TBD sponsored by AB Bernstein
TBD |
| June 9, 2020 |
Annual Meeting and Awards Luncheon sponsored by Glenmede & University Hospitals
|
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