Event Calendar

January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The NEW Reverse Mortgage – 5 Ways Housing Wealth Is Changing the Estate Planning Conversation
Don Graves, RICP®, CLTC®, CSA
January 16, 2020 Madison Estate Council *Member Only Event*: Lunch N Learn: "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle"
Page Snow, Chief Philanthropic Officer at Foundation Source
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
View Past Events