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Events 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)
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 31, 2019 Test Event for the NAEPC Web User Manual
Julia N. Zettl, MBA
May 8, 2020 2019 ESTATE PLANNING DAY
Six Different Speakers On Important Estate Planning Issues

The Hudson Valley Estate Planning Council is proud to announce our Estate Planning Day is on Saturday, October 26, 2019 at The Henry A. Wallace Center at the FDR Presidential Library and Home in Hyde Park, New York. Experienced estate

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