Past Events

Events for

April 07, 2020 and before
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