Event Calendar

June 9, 2020 Purposeful Trusts & Legacies: How Do We Purposefully Move Away From the “Tax Tail Wags the Rest of the Estate Plan”
John Warnick, JD
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 8, 2020 SECURE Act: Leaving Retirement Assets to Trusts
Jennifer Spitz, JD
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 1, 2020 Happy Hour at Crestone Capital
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: International Planning
Joseph A. Field
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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