Insurance Policy Review and Case Studies
08:00am - 05:00pm

Accredited Estate Planner® (AEP) Designation, the how and why to apply!
04:00pm - 05:15pm

NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
03:00pm - 04:00pm

NAEPC Webinar: Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities
03:00pm - 04:00pm

Nuts & Bolts of Fiduciary Income Taxation
12:00pm - 02:00pm

Cryptocurrency- Tax and other Legal Issues
03:30pm - 05:00pm

Joint Meeting with the Bar Association
08:30am - 12:00pm

NAEPC Webinar - TBD
03:00am - 04:00pm

Meeting: Postmortem Estate Planning
08:00am - 

NAEPC Webinar - TBD
03:00am - 04:00pm

NAEPC Webinar - Current Issues in Estate and Gift Tax Audits and Litigation
03:00am - 04:00pm

Joint Program with The Jewish Federation of Greater Rochester
07:30am - 10:00am

NAEPC Webinar - TBD
03:00am - 04:00pm

NAEPC Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement
03:00pm - 04:00pm

NAEPC Webinar - New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
03:00pm - 04:00pm

EPC Rochester May Annual Meeting & Program
04:00pm - 06:30pm

NAEPC Webinar - TBD
03:00pm - 04:00pm

EPC April Networking Event with Roam
04:00pm - 06:00pm

NAEPC Webinar - Ten Ways to Protect Your Client's Digital Assets
03:00pm - 04:00pm

EPC Rochester March Program on Special Needs Trusts
08:00am - 09:30am

NAEPC Webinar - Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)
03:00pm - 04:00pm

NAEPC Webinar - Introducing the In Marriage QDRO® - A Brand New Option
03:00pm - 04:00pm

EPC Rochester Program on Social Security
08:00am - 09:30am

NAEPC Webinar - After All That - Lifetime Transfers That Still Work!
03:00pm - 04:00pm

NAEPC Webinar - Estate Planning for Modern Families: Planning for Diversity and Flexibility
03:00pm - 04:00pm

EPC Holiday Program
03:30pm - 06:00pm

58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
08:00am - 05:00pm

Joint Meeting with the Monroe County Bar Association ZOOM
10:00am - 12:00pm

NAEPC Webinar - Social Security Considerations in Estate Planning
03:00pm - 04:00pm

NAEPC Webinar - AEP Designation from A-Z
03:00pm - 04:00pm

NAEPC Webinar - The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective
03:00pm - 04:00pm

Chapter Meeting
03:00pm - 05:00pm

NAEPC Webinar - Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
03:00pm - 04:00pm

Joint meeting with the Jewish Federation of Greater Rochester
07:30am - 10:00am

NAEPC Webinar - Income Tax Planning for Real Estate Using Estate Planning Techniques
03:00pm - 04:00pm

NAEPC Webinar - 2021 Income Tax Planning Strategies including IRA Strategies
03:00pm - 04:00pm

NAEPC Webinar - Tax-Smart Charitable Giving, Especially with Retirement Assets
03:00pm - 04:00pm

NAEPC - 529 Planning
03:00pm - 04:00pm

Chapter Webinar - Changes to Estate Planning (Part 1 – Medical Directives) as a Result of COVID-19
08:15am - 09:45pm

*** April Network Event ***
04:30pm - 05:30pm

EPC New Member Meeting April 29th
12:00pm - 01:00pm

NAEPC Webinar - Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
03:00pm - 04:00pm

NAEPC Webinar: Methods to Fund Buy-Sell Agreements
12:00pm - 01:00pm

NAEPC - Diversity, Equity and Inclusion
03:00pm - 04:00pm

Chapter Webinar - Medicare, Medicaid & Health Care Cost Considerations during Retirement
08:30am - 09:30am

NAEPC Webinar - Post-Election Estate Planning
03:00pm - 04:00pm

Chapter Meeting - Succession Planning and Family Drama: How We All Can Help
08:30am - 09:30am

NAEPC - Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
03:00pm - 04:30pm

NAEPC Webinar: Virtual Shift
03:00pm - 04:00pm

Chapter Webinar - Update on New York’s Administration of Digital Assets Act
08:30am - 09:30am

Joint Program with Monroe County Bar Association
08:00am - 10:00am

NAEPC Webinar: Planning for International Families in a time of COVID-19
03:00pm - 04:00pm

NAEPC Webinar: Multiplying Assets in a Pandemic Era
02:00pm - 03:00pm

NAEPC Journal of Estate & Tax Planning
08:00am - 

Chapter Meeting - Trust Litigation
08:30am - 09:30am

NAEPC Webinar - Zen and the Art of Trust Modification
03:00pm - 04:00pm

NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
03:00pm - 04:00pm

NAEPC Webinar - What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
03:00pm - 04:00pm

Webinar - SECURE Act: Impact on Estate Planning
08:30am - 09:30am

NAEPC Webinar - Planning Team Revenue Opportunities Generated by New Tax Law
03:00pm - 04:00pm

NAEPC Webinar - Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here?
03:00pm - 04:00pm

Diversification of Assets Rescheduled from March
08:30am - 09:30am

NAEPC Webinar - Collaboration Matters: Working Together to Produce Extraordinary Results
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
03:00pm - 04:00pm

Chapter Meeting - Diversification of Assets - POSTPONED
08:00am - 09:00am

NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
03:00pm - 04:00pm

NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes
03:00pm - 04:00pm

NAEPC Webinar - Life Settlement Legal and Ethical Responsibility
03:00pm - 04:00pm

Chapter Meeting - NY Gun Law & Practical Estate Planning Primer
08:00am - 09:00am

NAEPC Webinar - Reverse Mortgages
03:00pm - 04:00pm

NAEPC Webinar - The Effect of Longevity on Your Life Priorities
03:00pm - 04:00pm

Chapter Meeting - The Psychology of Philanthropy
03:30pm - 05:00pm

Breakout Session Highlights for the NAEPC Advanced Estate Planning Strategies Conference
08:00am - 05:00pm

56th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders
08:00am - 05:00pm

Joint Meeting with Monroe County Bar AssociationFriday
09:00am - 12:00pm

Oct. 16 NAEPC Webinar
08:00am - 05:00pm

New York - Florida Snowbirds
07:30am - 09:00am

Sept. 11 NAEPC Webinar
03:00pm - 04:00pm

Sept. 5 NAEPC Webinar
02:00pm - 03:00pm

Webinar Upcoming Program Robert G. Alexander Webinar Series
03:00pm - 04:00pm

Robert G. Alexander Webinar Series
03:00am - 04:00pm

June 18-24 NAEPC - Regional Council Leadership Day Programs, 3 More Weeks to Register!
08:00am - 05:00pm

Beneficiary Designations, Use of Trusts & Retirement Planning
08:00am - 05:00pm

NAEPC Webinar: Leaving a Lasting Legacy
03:00pm - 04:00pm

05.21.19 ACT Rochester - Collaborating to Tackle Broad Community Issues
03:30pm - 06:30pm

09.17.19 Beneficiary Designations, Use of Trusts & Retirement Planning
08:00am - 05:00pm

09.17.19 Beneficiary Designations, Use of Trusts & Retirement Planning
08:00am - 05:00pm

Estate Planning & Veterans Benefits
07:30am - 09:00am

Divorce Planning Mediation
07:30am - 09:00am

Post-Mortem Estate Planning - Webinar NAEPC
03:00pm - 04:00pm

Estate Planning Charitable Gifts
03:30pm - 06:00pm

55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders
08:00am - 05:00pm

NAEPC Webinar: Complimentary Sponsored Webinar: Sold a Dream, Woke Up in a Nightmare: Educating Your Clients about a Timeshare’s True Costs
12:00pm - 01:00pm

Joint Meeting with the Monroe County Bar Association
08:30am - 10:00am

Tax Cuts and Jobs Act of 2017
08:00am - 09:00am

“Philanthropic Times, They are a Changing”
03:00pm - 04:00pm

"What the Estate Planner Needs to Know about Roth Retirement Plans"
08:00am - 05:00pm

Battling Dementia - A Picture of Alzheimer's Disease Research and Care
03:30am - 06:30pm

NAEPC - Webinar 02.14.18
08:00am - 05:00pm

EPC Meeting Tuesday, May 15, 2018
08:00am - 05:00pm

EPC Meeting Wednesday, March 14, 2018
08:00am - 05:00pm

EPC Meeting Thursday, 01.18.18
08:00am - 05:00pm

EPC Meeting Thursday, January 18th at Monroe
08:00am - 05:00pm

EPC Holiday Meeting 12.12.17
03:30pm - 05:00pm

EPC Joint Meeting withBar Association
09:00am - 12:00pm

Tax Planning for the New Administration
07:30am - 09:00am

Breakfast with the President of Nazareth College
08:00am - 09:00am

"The New Fiduciary Rules: What Do You Need to Know and Do Now?"
03:30pm - 05:00pm

Fiduciary Access to Digital Assets
07:30am - 09:00am

Fiduciary and Accounting Responsibility
07:30am - 09:00am

Estate Planning for Dysfunctional Families
03:30am - 05:00pm

Domestic and International Estate and Charitable Planning
09:00am - 12:00pm

Medicare Expanded/Enhanced Prog
07:30am - 09:00am

Smart Social Security Planning 
03:30pm - 05:00pm

Planning for People with Disabilities
07:30am - 09:00am

Planned Giving – Panel Presentaton
07:30am - 09:00am

Ethics: The Priority of Getting it Right and Getting Along followed by Holiday Reception
08:00am - 

Joint Meeting with the Monroe County Bar Association
08:00am - 

Business Succession Planning for Small Business Owners
08:00am - 

Estate Planning Following NY State Estate Tax Reform
08:00am - 

ife Insurance Trusts - Trustee and Advisor Liability 
08:00am - 

Medicaild Eligibility and Planning Techniques
08:00am - 

Estate Planning for People with Disabilities
08:00am - 

Perfecting Donor Intent: Legal Lessons and Practical Advice
08:00am - 

Affordable Care Act
08:00am - 

Life Insurance Issues Affecting Estate Planning
08:00am - 

Drafting Wills and Trusts to Facilitate Administration and Avoid Pittfalls
08:00am - 

Federal Gift Tax
08:00am - 

DOMA Goes Down: Plannning for Next Generation fo Married Couples
08:00am - 

Estate Planning 2013-14
08:00am - 

I Do or I Don't: Estate Planning for Second Marriages
08:00am - 05:00pm

Battle of the Medicaid All-starts
08:00am - 

2012 ARTA – The Estate, Gift and GST Changes and its Impact on Estate Planning
08:00am - 

Dodd-Frank: Best Practices to Navigate the Present and Future
08:00am -