Event Calendar

October 1, 2019 Common Postmortem Issues and Potential Solutions
Panel
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 Long-Term Care
Misty Clark VanTrease, Kentucky ElderLaw, PLLC, Louisville, KY
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 3, 2019 Special Updates - Topic TBD
Turney Berry, Wyatt Tarrant & Combs, Louisville, KY
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 7, 2020 Competency
Panel
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
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 4, 2020 Special Needs Planning & ABLE Accounts
Karen Perch, Lifeplan of Kentucky
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®
March 3, 2020 Kentucky Farmland Trusts
Jerry Cosgrove, American Farmland Trust, Syracuse, NY
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®
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
May 5, 2020 Retirement Plans and Defined Benefit Pension Plans for Small Business Owners
Leslie O'Bryan, Benefits Administrators, Lexington, KY
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
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