Event Calendar

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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