| 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 23, 2020 |
Breakfast Meeting- “Surrogate’s Update”
|
| April 28, 2020 |
STUDY GROUP- "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 |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 18, 2020 |
Dinner Meeting- “Judicial Accountings/Protection of Fiduciary
Panel Presentation: Joseph T. La Ferlita, Esq.-Lisa Rispoli, CPA- Rick G. Chalifoux, AEP ® |
| May 19, 2020 |
"70 for 70 Campaign"- Wine & Cheese Tasting
Networking Event |
| May 21, 2020 |
STUDY GROUP- TBA
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) |
| June 23, 2020 |
STUDY GROUP- Webinar: "Planning Team Revenue Opportunities Generated by New Tax Law"
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished) |
| July 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| 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 |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field |
| November 3, 2020 |
NATIONAL EVENT:
57th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
|
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
|
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