| December 16, 2019 |
8th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
|
| December 17, 2019 |
8th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
|
| January 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC®, CSA |
| January 14, 2020 |
Considerations for Individual Professional Trustees sponsored by HW&Co.
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 RIAs 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 |
|
View Past Events
|
