2011-12 National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

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This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

10/13/11 - 10/17/11	American College of Trust & Estate Counsel San Diego, CA American College of Trust & Estate Counsel
10/16/11 - 10/18/11	American Council of Life Insurers Annual Conference Orlando, FL American Council of Life Insurers
10/22/11 - 10/25/11	CPCU Society Annual Meeting Las Vegas, NV CPCU Society
10/23/11 - 10/25/11	LIMRA Annual Conference New York, NY LIMRA
10/23/11 - 10/28/11	American Bankers Association National Trust School Atlanta, GA American Bankers Association
10/23/11 - 10/28/11	Institute on Federal Taxation New York, NY New York University
11/07/11 - 11/08/11	AICPA National Tax Conference Washington, DC American Institute of CPAs
11/08/11 - 11/09/11	National Academy of Elder Law Attorneys Elder Law Bootcamp Boston, MA National Academy of Elder Law Attorneys
11/10/11 - 11/12/11	National Academy of Elder Law Attorneys Advanced Fall Institute Boston, MA National Academy of Elder Law Attorneys
11/13/11 - 11/18/11	Institute on Federal Taxation San Francisco, CA New York University
11/15/11 - 11/17/11	National Association of Independent Life Brokerage Agencies Phoenix, AZ National Association of Independent Life Brokerage Agencies
11/16/11 - 11/18/11	NAEPC 48th Annual Conference San Antonio, TX National Association of Estate Planners & Councils
12/12/11 - 12/13/11	30th Institute on State and Local Taxation New York, NY New York University
2012 Events
1/9/12 - 1/13/12	45th Annual Heckerling Institute on Estate Planning Orlando, FL University of Miami Law School
1/14/12 - 1/17/12	International Forum Annual Meeting San Antonio, TX The International Forum
1/16/12 - 1/18/12	AICPA Advanced Personal Financial Planning Conference Las Vegas, NV American Institute of CPAs
1/22/12 - 1/26/12	Arizona Institute 2010 Phoenix, AZ Society of Financial Service Professionals
3/6/12 - 3/12/12	American College of Trust & Estate Counsel Miami Beach, FL American College of Trust & Estate Counsel
3/14/12 - 3/16/12	ABA Wealth Management & Trust Conference Scottsdale, AZ American Bankers Association
3/18/12 - 3/21/12	GAMA International Leadership & Management Conference (LAMP) Orlando, FL GAMA International
3/22/12 - 3/23/12	Advanced Estate Planning Techniques San Francisco, CA American Law Institute - American Bar Association
Spring, 2012	Introduction to Partnership Taxation New York, NY New York University
4/12/12 - 4/13/12	Charitable Giving Techniques Chicago, IL American Law Institute - American Bar Association
4/23/12 - 4/27/12	Planning Techniques for Large Estates Boston, MA American Law Institute - American Bar Association
4/25/12 - 4/28/12	National Academy of Elder Law Attorneys Elder and Special Needs Law Annual National Conference Seattle, WA National Academy of Elder Law Attorneys
4/28/12 - 5/2/12	Association for Advanced Life Underwriting Annual Meeting Washington, DC Association for Advanced Underwriting
4/29/12 - 5/2/12	The Association of Home Office Underwriters Annual Conference Orlando, FL The Association of Home Office Underwriters
4/29/12 - 5/2/12	AICPA Conference on Tax Strategies for the High-Income Individual Las Vegas, NV American Institute of CPAs
5/8/12 - 5/11/12	National Association of Personal Financial Advisors National Conference Chicago, IL National Association of Personal Financial Advisors
6/10/12 - 6/13/12	Million Dollar Roundtable Annual Meeting Anaheim, CA Million Dollar Round Table
6/10/12 - 6/13/12	Top of the Table Annual Meeting Anaheim, CA Million Dollar Round Table
6/12/12 - 6/13/12	Representing Estate and Trust Beneficiaries and Fiduciaries San Francisco, CA American Law Institute - American Bar Association
6/14/12 - 6/17/12	American College of Trust & Estate Counsel Colorado Springs, CO American College of Trust & Estate Counsel
6/17/12 - 6/22/12	Estate Planning in Depth Madison, WI American Law Institute - American Bar Association
7/1/12 - 7/5/12	American Association of Attorney - Certified Public Accountants 48th Annual Meeting & Education Conference Seattle, WA AAA-CPA
7/23/12 - 7/25/12	AICPA Advanced Estate Planning Conference Las Vegas, NV American Institute of CPAs
9/8/12 - 9/11/12	National Association of Insurance and Financial Advisors Annual Meeting Las Vegas, NV National Association of Insurance and Financial Advisors
9/8/12 - 9/11/12	CPCU Society Annual Meeting Washington, DC CPCU Society
9/29/12 - 10/2/12	The FPA Experience (formerly called FPA Annual Meeting) San Antonio, TX Financial Planning Association
10/1/12 - 10/5/12	Southern Federal Tax Institute location unknown Southern Federal Tax Institute
10/7/12 - 10/12/12	American Bankers Association National Trust School Atlanta, GA American Bankers Association
10/18/12 - 10/22/12	American College of Trust & Estate Counsel Washington, DC American College of Trust & Estate Counsel
10/21/12 - 10/23/12	American Council of Life Insurers Annual Conference Washington, DC American Council of Life Insurers
10/28/12 - 10/30/12	LIMRA Annual Conference Chicago, IL LIMRA
11/7/12 - 11/8/12	AICPA National Tax Conference Washington, DC American Institute of CPAs
11/7/12 - 11/19/12	NAEPC 48th Annual Conference Orlando, FL National Association of Estate Planners & Councils
11/15/12 - 11/17/12	National Association of Independent Life Brokerage Agencies Orlando, FL National Association of Independent Life Brokerage Agencies

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg's website at www.leimbergservices.com.

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