Event Calendar

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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