Past Events

Events for

June 05, 2020 and before
May 20, 2020	Wednesday, May 20, 2020 03:00pm - 04:00pm NAEPC Webinar - Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here? :: Meetings
May 14, 2020	Thursday, May 14, 2020 08:30am - 09:30am Diversification of Assets Rescheduled from March :: Meetings
May 13, 2020	Wednesday, May 13, 2020 03:00pm - 04:00pm NAEPC Webinar - Collaboration Matters: Working Together to Produce Extraordinary Results :: Meetings
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
March 18, 2020	Wednesday, March 18, 2020 08:00am - 09:00am Chapter Meeting - Diversification of Assets - POSTPONED :: Meetings
March 11, 2020	Wednesday, March 11, 2020 03:00pm - 04:00pm NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era :: Meetings
February 12, 2020	Wednesday, February 12, 2020 03:00pm - 04:00pm NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes :: Meetings
January 29, 2020	Wednesday, January 29, 2020 03:00pm - 04:00pm NAEPC Webinar - Life Settlement Legal and Ethical Responsibility :: Meetings
January 22, 2020	Wednesday, January 22, 2020 08:00am - 09:00am Chapter Meeting - NY Gun Law & Practical Estate Planning Primer :: Meetings
January 08, 2020	Wednesday, January 08, 2020 03:00pm - 04:00pm NAEPC Webinar - Reverse Mortgages :: Meetings
December 11, 2019	Wednesday, December 11, 2019 03:00pm - 04:00pm NAEPC Webinar - The Effect of Longevity on Your Life Priorities :: Meetings
December 03, 2019	Tuesday, December 03, 2019 03:30pm - 05:00pm Chapter Meeting - The Psychology of Philanthropy :: Meetings
November 07, 2019	Thursday, November 07, 2019 08:00am - 05:00pm Breakout Session Highlights for the NAEPC Advanced Estate Planning Strategies Conference :: Meetings
November 05, 2019	Tuesday, November 05, 2019 08:00am - 05:00pm 56th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders :: Meetings
October 18, 2019	Friday, October 18, 2019 09:00am - 12:00pm Joint Meeting with Monroe County Bar AssociationFriday :: Meetings
October 16, 2019	Wednesday, October 16, 2019 08:00am - 05:00pm Oct. 16 NAEPC Webinar :: Meetings
September 17, 2019	Tuesday, September 17, 2019 07:30am - 09:00am New York - Florida Snowbirds :: Meetings
September 11, 2019	Wednesday, September 11, 2019 03:00pm - 04:00pm Sept. 11 NAEPC Webinar :: Meetings
September 05, 2019	Thursday, September 05, 2019 02:00pm - 03:00pm Sept. 5 NAEPC Webinar :: Meetings
August 14, 2019	Wednesday, August 14, 2019 03:00pm - 04:00pm Webinar Upcoming Program Robert G. Alexander Webinar Series :: Meetings
July 10, 2019	Wednesday, July 10, 2019 03:00am - 04:00pm Robert G. Alexander Webinar Series :: Meetings
June 18, 2019	Tuesday, June 18, 2019 08:00am - 05:00pm June 18-24 NAEPC - Regional Council Leadership Day Programs, 3 More Weeks to Register! :: Meetings
June 14, 2019	Friday, June 14, 2019 08:00am - 05:00pm Beneficiary Designations, Use of Trusts & Retirement Planning :: Meetings
June 12, 2019	Wednesday, June 12, 2019 03:00pm - 04:00pm NAEPC Webinar: Leaving a Lasting Legacy :: Meetings
May 21, 2019	Tuesday, May 21, 2019 03:30pm - 06:30pm 05.21.19 ACT Rochester - Collaborating to Tackle Broad Community Issues :: Meetings
April 12, 2019	Friday, April 12, 2019 08:00am - 05:00pm 09.17.19 Beneficiary Designations, Use of Trusts & Retirement Planning :: Meetings Friday, April 12, 2019 08:00am - 05:00pm 09.17.19 Beneficiary Designations, Use of Trusts & Retirement Planning :: Meetings
March 21, 2019	Thursday, March 21, 2019 07:30am - 09:00am Estate Planning & Veterans Benefits :: Meetings
January 16, 2019	Wednesday, January 16, 2019 07:30am - 09:00am Divorce Planning Mediation :: Meetings
December 12, 2018	Wednesday, December 12, 2018 03:00pm - 04:00pm Post-Mortem Estate Planning - Webinar NAEPC :: Meetings
December 04, 2018	Tuesday, December 04, 2018 03:30pm - 06:00pm Estate Planning Charitable Gifts :: Meetings
November 06, 2018	Tuesday, November 06, 2018 - Thursday, November 08, 2018 08:00am - 05:00pm 55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders :: Meetings
October 17, 2018	Wednesday, October 17, 2018 12:00pm - 01:00pm NAEPC Webinar: Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare’s True Costs :: Meetings
October 12, 2018	Friday, October 12, 2018 08:30am - 10:00am Joint Meeting with the Monroe County Bar Association :: Meetings
September 18, 2018	Tuesday, September 18, 2018 08:00am - 09:00am Tax Cuts and Jobs Act of 2017 :: Meetings
August 08, 2018	Wednesday, August 08, 2018 03:00pm - 04:00pm “Philanthropic Times, They are a Changing” :: Meetings
June 26, 2018	Tuesday, June 26, 2018 08:00am - 05:00pm "What the Estate Planner Needs to Know about Roth Retirement Plans" :: Meetings
May 15, 2018	Tuesday, May 15, 2018 03:30am - 06:30pm Battling Dementia - A Picture of Alzheimer's Disease Research and Care :: Meetings
February 02, 2018	Friday, February 02, 2018 08:00am - 05:00pm NAEPC - Webinar 02.14.18 :: Meetings
January 25, 2018	Thursday, January 25, 2018 08:00am - 05:00pm EPC Meeting Tuesday, May 15, 2018 :: Meetings Thursday, January 25, 2018 08:00am - 05:00pm EPC Meeting Wednesday, March 14, 2018 :: Meetings
January 17, 2018	Wednesday, January 17, 2018 08:00am - 05:00pm EPC Meeting Thursday, 01.18.18 :: Meetings
January 04, 2018	Thursday, January 04, 2018 08:00am - 05:00pm EPC Meeting Thursday, January 18th at Monroe :: Meetings
December 12, 2017	Tuesday, December 12, 2017 03:30pm - 05:00pm EPC Holiday Meeting 12.12.17 :: Meetings
October 12, 2017	Thursday, October 12, 2017 09:00am - 12:00pm EPC Joint Meeting withBar Association :: Meetings
September 14, 2017	Thursday, September 14, 2017 07:30am - 09:00am Tax Planning for the New Administration :: Meetings
June 14, 2017	Wednesday, June 14, 2017 08:00am - 09:00am Breakfast with the President of Nazareth College :: Meetings
May 16, 2017	Tuesday, May 16, 2017 03:30pm - 05:00pm "The New Fiduciary Rules: What Do You Need to Know and Do Now?" :: Meetings
March 22, 2017	Wednesday, March 22, 2017 07:30am - 09:00am Fiduciary Access to Digital Assets :: Meetings
January 24, 2017	Tuesday, January 24, 2017 07:30am - 09:00am Fiduciary and Accounting Responsibility :: Meetings
December 06, 2016	Tuesday, December 06, 2016 03:30am - 05:00pm Estate Planning for Dysfunctional Families :: Meetings
October 14, 2016	Friday, October 14, 2016 09:00am - 12:00pm Domestic and International Estate and Charitable Planning :: Meetings
September 20, 2016	Tuesday, September 20, 2016 07:30am - 09:00am Medicare Expanded/Enhanced Prog :: Meetings
May 17, 2016	Tuesday, May 17, 2016 03:30pm - 05:00pm Smart Social Security Planning :: Meetings
March 08, 2016	Tuesday, March 08, 2016 07:30am - 09:00am Planning for People with Disabilities :: Meetings
January 26, 2016	Tuesday, January 26, 2016 07:30am - 09:00am Planned Giving – Panel Presentaton :: Meetings
December 03, 2015	Thursday, December 03, 2015 08:00am Ethics: The Priority of Getting it Right and Getting Along followed by Holiday Reception :: Meetings
October 22, 2015	Thursday, October 22, 2015 08:00am Joint Meeting with the Monroe County Bar Association :: Meetings
September 22, 2015	Tuesday, September 22, 2015 08:00am Business Succession Planning for Small Business Owners :: Meetings
May 12, 2015	Tuesday, May 12, 2015 08:00am Estate Planning Following NY State Estate Tax Reform :: Meetings
March 10, 2015	Tuesday, March 10, 2015 08:00am ife Insurance Trusts - Trustee and Advisor Liability :: Meetings
January 15, 2015	Thursday, January 15, 2015 08:00am Medicaild Eligibility and Planning Techniques :: Meetings
December 10, 2014	Wednesday, December 10, 2014 08:00am Estate Planning for People with Disabilities :: Meetings
October 22, 2014	Wednesday, October 22, 2014 08:00am Perfecting Donor Intent: Legal Lessons and Practical Advice :: Meetings
September 09, 2014	Tuesday, September 09, 2014 08:00am Affordable Care Act :: Meetings
May 13, 2014	Tuesday, May 13, 2014 08:00am Life Insurance Issues Affecting Estate Planning :: Meetings
March 05, 2014	Wednesday, March 05, 2014 08:00am Drafting Wills and Trusts to Facilitate Administration and Avoid Pittfalls :: Meetings
February 19, 2014	Wednesday, February 19, 2014 08:00am Federal Gift Tax :: Meetings
December 04, 2013	Wednesday, December 04, 2013 08:00am DOMA Goes Down: Plannning for Next Generation fo Married Couples :: Meetings
October 29, 2013	Tuesday, October 29, 2013 08:00am Estate Planning 2013-14 :: Meetings
September 12, 2013	Thursday, September 12, 2013 08:00am - 05:00pm I Do or I Don't: Estate Planning for Second Marriages :: Meetings
May 21, 2013	Tuesday, May 21, 2013 08:00am Battle of the Medicaid All-starts :: Meetings
March 05, 2013	Tuesday, March 05, 2013 08:00am 2012 ARTA – The Estate, Gift and GST Changes and its Impact on Estate Planning :: Meetings
January 23, 2013	Wednesday, January 23, 2013 08:00am Dodd-Frank: Best Practices to Navigate the Present and Future :: Meetings