Event Calendar

April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NY State DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used in the Life Insurance Decision Process: A Program for All Fiduciary Professionals
Steven S. Zeiger, CEBS, TEP
April 16, 2020 CANCELLED
CANCELLED
May 11, 2020 Quarterly Board Meeting
Various
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 22, 2020 CANCELLED
CANCELLED
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)
June 18, 2020 Probate and Guardianship
Honorable Judge Margaret Hudson
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2020 Quarterly Board Meeting
Various
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
September 17, 2020 Financial Symposium with Community Foundation of Volusia and Flagler
TBA
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
October 15, 2020 TAXES - Review changes to the IRS Code that may impact individuals & business owners
Panel Presentation
November 3, 2020
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
November 9, 2020 Quarterly Board Meeting
Various
November 19, 2020 Monthly EPCFC Meeting
TBA
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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