Event Calendar

September 5, 2019
NATIONAL EVENT:
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 16, 2019 Panel Discussion with Dane County Probate Officials
Commissioner Ben Shulenberg & Deputy Probate Registrar Danell Behrens
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 23, 2019 Bob Keebler Presents to Madison Estate Council
Bob Keebler
October 23, 2019 2019 Fall Seminar with Robert S. Keebler, CPA, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 18, 2019 Charitable Giving - Giving Methods & Tax Implications
E.G. Schramka CPA, JD, ABV, PFS, CIRM
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
February 17, 2020 Heckerling Update
May 18, 2020 Topic & Speaker TBD
View Past Events