| 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
|
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