Past Events

Events for

September 24, 2018 and before
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

Upcoming Events

12 Oct 2018
Joint Meeting with the Monroe County Bar Association

06 Nov 2018
55th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Estate Planning Council Leaders

Affiliated with

National Association
of Estate Planners &
Councils

Platinum Sponsors

Past Events

Upcoming Events

National Associationof Estate Planners &Councils

Platinum Sponsors

National Association
of Estate Planners &
Councils