| 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 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 17, 2020 |
Madison Estate Council Meeting: Heckerling Update
Attorney Mark A. Shiller, Certus Legal Group |
| 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 |
Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"
Steven B. Gorin, JD, CPA, AEP |
| 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 21, 2020 |
Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 18, 2020 |
Madison Estate Council Annual Meeting & Topic & Speaker (TBD)
|
| 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) |
| 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: TBD
TBD |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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