Event Calendar
| October 16, 2019 |
Probates, Trusts, and POA's from a Title Perspective
Tom Bernath |
| October 16, 2019 |
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished) |
| November 5, 2019 |
NATIONAL EVENT:
56th Annual NAEPC Advanced Estate Planning Strategies Conference November 5 - 8, 2019 - Las Vegas, Nevada |
| November 13, 2019 | 40th Annual Inland Empire Estate Planning Seminar |
| December 11, 2019 |
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA |
| December 18, 2019 | December Meeting |
| January 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA |
| January 15, 2020 | January Joint Meeting with EPC Riverside |
| 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 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 19, 2020 |
The Unknown Child: Advances in DNA Testing and the Future of Estate Planning and Trust Administration
Scott Rahn |
| 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 18, 2020 |
March Meeting
Donna Sue Ortiz, Esq. |
| April 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP |
| April 15, 2020 | April Meeting |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 20, 2020 | May Meeting - Council Appreciation Night |
| 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) |
| View Past Events |
