Events

Events

Events for

April 05, 2020 and going forward
April 08, 2020	Wednesday, April 08, 2020 03:00pm - 04:00pm NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process :: Meetings
May 13, 2020	Wednesday, May 13, 2020 03:00pm - 04:00pm NAEPC Webinar - Collaboration Matters: Working Together to Produce Extraordinary Results :: Meetings
May 20, 2020	Wednesday, May 20, 2020 03:30pm - 06:00pm Annual Meeting - SECURE Act: Impact on Estate Planning :: Meetings
June 10, 2020	Wednesday, June 10, 2020 03:00pm - 04:00pm NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law :: Meetings
July 08, 2020	Wednesday, July 08, 2020 03:00pm - 04:00pm NAEPC Webinar - TBD :: Meetings
August 12, 2020	Wednesday, August 12, 2020 03:00pm - 04:00pm NAEPC Webinar - TBD :: Meetings
September 09, 2020	Wednesday, September 09, 2020 03:00pm - 04:00pm NAEPC Webinar - Zen and the Art of Trust Modification :: Meetings
September 10, 2020	Thursday, September 10, 2020 08:00am - 09:00am Chapter Meeting - Trust Litigation :: Meetings
October 14, 2020	Wednesday, October 14, 2020 03:00pm - 04:00pm NAEPC Webinar - TBD :: Meetings
December 02, 2020	Wednesday, December 02, 2020 08:00am - 09:00am Chapter Meeting - :: Meetings
December 09, 2020	Wednesday, December 09, 2020 03:00pm - 04:00pm NAEPC Webinar - TBD :: Meetings

Upcoming Events

08 Apr 2020
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process

13 May 2020
NAEPC Webinar - Collaboration Matters: Working Together to Produce Extraordinary Results

20 May 2020
Annual Meeting - SECURE Act: Impact on Estate Planning

10 Jun 2020
NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law

08 Jul 2020
NAEPC Webinar - TBD

12 Aug 2020
NAEPC Webinar - TBD

09 Sep 2020
NAEPC Webinar - Zen and the Art of Trust Modification

10 Sep 2020
Chapter Meeting - Trust Litigation

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

Best Times Financial Planning

CNB - Wealth Management

ESL Trust Services

Finger Lakes Financial Services, Inc.

Thorley Wealth Management

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