Event Calendar

September 5, 2019
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
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
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
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
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 16, 2019 December Meeting
January 8, 2020
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 27, 2020 Tax Update
Paul Dunham, CBIZ
February 12, 2020
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
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