Fargo-Moorhead Area Foundation

Event Calendar

October 16, 2019 Charitable Giving with Retirement Benefits & Making Retirement Benefits Payable to Trusts
Natalie B. Choate, Esq.
October 16, 2019
NATIONAL EVENT:
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 20, 2019 Avoiding Will Contests, Clients with Multi-State Property,& Community Property Basics for Common Law Estate Planners
Gerry Beyer
December 11, 2019
NATIONAL EVENT:
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
January 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
January 22, 2020 Tax Topics on Estates
Bryan Jamison
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 19, 2020 Charitable Remainder Trusts, Charitable Lead Trusts, Donor Advised Funds, Due Diligence in Choosing Life Insurance
Michael Halloran
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 25, 2020 Non-Judicial Settlement, Modification, and Decanting Under the New Trust Code
Michael Sampson
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Steven S. Zeiger CEBS, TEP
April 29, 2020 Economics with a Regional Emphasis
Anirban Basu
May 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
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)
View Past Events