| January 22, 2020 |
Do As I Say, Not As I Write: Perspectives on Drafting Administration and Beyond
Stacy Singer, The Northern Trust Company; Tom Abendroth, Schiff Hardin LLP; Ray Koenig, Clark Hill, PLC |
| January 23, 2020 |
2020 Fundamentals Course Series - 0-5 year experience in Estate Planning
See Below |
| January 29, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV |
| February 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP® |
| February 20, 2020 |
2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes
Ryan Walsh, Hamilton Thies & Lorch LLP |
| March 11, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP® |
| March 12, 2020 |
Pre-transaction Planning for Family Businesses
David Handler, Kirkland & Ellis LLP |
| April 8, 2020 |
NATIONAL EVENT:
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
Steven S. Zeiger, CEBS, TEP |
| April 23, 2020 |
How Irrevocable is Irrevocable? A Look at Ways To Modify Irrevocable Trusts Under Illinois Law
Rebecca Wallenfelsz, Chapman and Cutler LLP |
| May 13, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) |
| May 14, 2020 |
Insurance Trusts After Tax Reform-What to do with old ones, and How to Plan and Draft New Ones
Larry Brody, Bryan Cave Leighton Paisner LLP |
| June 10, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished) |
| June 10, 2020 |
Ethics Tips in a Changing World
Lorraine Cavataio, Sandberg Phoenix & Von Gontard P.C. |
| June 30, 2020 |
2019-2020 Sponsorship
|
| July 8, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| August 12, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished) |
| September 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD |
| October 14, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
| December 9, 2020 |
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD |
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