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 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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