NAEPC Webinars:

Wednesday, June 10, 2020 at 3:00pm - 4:00pm ET - Planning Team Revenue Opportunities Generated by New Tax Law

Source: The Robert G. Alexander Webinar Series

LRead more

Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.

Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.  

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, July 8, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, August 12, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, September 9, 2020 at 3:00pm - 4:00pm ET - Zen and the Art of Trust Modification

Source: The Robert G. Alexander Webinar Series

SRead more

Step back from the mind-numbing distinctions and details of particular decanting and nonjudicial modification statutes to focus on the universal issues that should be addressed when taking a trust into the shop and the nuts and bolts of getting your trust on the road again.

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Schiff Hardin LLP. She is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Chair of its Estate and Gift Tax Committee. She was the Reporter for the Uniform Law Commission Trust Decanting Act.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, October 14, 2020 at 3:00pm - 4:00pm ET - International Planning

Source: The Robert G. Alexander Webinar Series

DRead more

Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

DRead more

Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.

National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

2020 Events

5/4/20 – 5/7/20 The FPA Retreat
Cedar Creek, TX
Financial Planning Association
5/6/20 – 5/9/20 National Association of Personal Financial Advisors Spring Conference
Denver, CO
National Association of Personal Financial Advisors
5/13/20 – 5/16/20 Annual RPTE National CLE Conference
New Orleans, LA
American Bar Association
5/18/20 – 5/20/20 Advisors in Philanthropy Annual Conference
San Francisco, CA
Advisors in Philanthropy
6/7/20 – 6/11/20 AICPA ENGAGE
Las Vegas, NV
AICPA
6/7/20 – 6/10/20 Million Dollar Roundtable Annual Meeting
Anaheim, CA
Million Dollar Roundtable
6/23/20 – 6/28/20 CPA Annual Meeting & Education Conference 2020
Philadelphia, PA
American Association of Attorneys
7/16/20 – 7/17/20 Representing Estate & Trust Beneficiaries and Fiduciaries
Chicago, IL
American Law Institute Continuing Legal Education
7/20/20 – 7/24/20 WealthCounsel Symposium 2020
Denver, CO
WealthCounsel
9/20/20 – 9/25/20 American Bankers Association National Trust Schools
Atlanta, GA
American Bankers Association
9/30/20 – 10/2/20 The FPA Annual Conference 2020
Phoenix, AZ
Financial Planning Association
10/1/20 – 10/4/20 NAIFA Performance + Purpose 2020 Annual Conference
Boston, MA
NAIFA
10/7/20 – 10/9/20 Charitable Gift Planners Conference
Chicago, IL
National Association of Charitable Gift Planners
10/8/20 – 10/10/20 CPCU Society Annual Meeting
Washington, D.C.
Society of Chartered Property and Casualty Underwriters
10/11/20 – 10/13/20 American Council of Life Insurers Annual Conference
Washington, D.C.
American Council of Life Insurers
10/14/20 – 10/17/20 Top of the Table Annual Meeting 2020
Scottsdale, AZ
Million Dollar Round Table
10/21/20 – 10/24/20 National Association of Personal Financial Advisors Fall Conference
Atlanta, GA
National Association of Personal Financial Advisors
10/22/20 – 10/25/20 American College of Trust & Estate Counsel Fall Meeting
Austin, TX
American College of Trust & Estate Counsel
10/25/20 – 10/27/20 LIMRA Annual Conference
Chicago, IL
LIMRA
10/26/20 – 10/30/20 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
11/1/20 – 11/3/20 American Academy of Attorney-CPAs – Fall Meeting & Education Conference
Fort Lauderdale, FL
American Academy of Attorney-CPAs
11/3/20 – 11/6/20 57th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils
11/4/20 – 11/7/20 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/18/20 – 11/20/20 National Association of Independent Life Brokerage Agencies Annual Meeting
Hollywood, FL
National Association of Independent Life Brokerage Agencies

2021 Events

1/11/21 – 1/15/21 55th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami School of Law, Heckerling Institute on Estate Planning

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg’s website atwww.leimbergservices.com.