| 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 10, 2020 |
Quarterly Board Meeting
Various |
| 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 20, 2020 |
The SECURE Act – How will it affect both Retirement and Estate Planning? The impact on both individuals and small businesses.
Justyna Mueller, CPA of James Moore, Certified Public Accountants and Consultants |
| 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 |
Market Update - 2020 Elections and Potential Impact on the Markets
TBA |
| 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 16, 2020 |
TBA
TBA |
| May 11, 2020 |
Quarterly Board Meeting
Various |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 22, 2020 |
Financial Symposium with Community Foundation of Volusia and Flagler
Various |
| 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 |
Monthly EPCFC Meeting
TBA |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| October 15, 2020 |
TAXES - Review changes to the IRS Code that may impact individuals & business owners
Panel Presentation |
| 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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