Event 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)
September 11, 2019 2019 Fall Social
September 23, 2019 Ready or Not, Like It or Not, E-Wills/Trusts/and Other Estate Planning Documents are Coming
Angela M. Adams, Law Office of Wm. Fletcher Belcher
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 19, 2019 International Coastal Cleanup - Sand Key Park
October 30, 2019 8th Annual Pinellas County Estate Planning Council Seminar
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 18, 2019 Qualified Opportunity Zones
Javier Zuniga & Jay Wadsworth, PDR
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 16, 2019 December Meeting
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 27, 2020 Tax Update
Paul Dunham, CBIZ
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 19, 2020 Spring Social with Suncoast Estate Planning Council
February 24, 2020 Joint Meeting with Charitable Gift Planners
Nancy Ridenour, Executive Vice President & Chief Strategy Officer at Habitat for Humanity of Pinellas and West Pasco Counties
March 23, 2020 March Meeting
April 23, 2020 April Meeting
May 18, 2020 May Meeting
View Past Events