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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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