Events:

    "Our mission is to maintain a best-in-class library of thought leadership relevant to the estate planning community."

    Annual Conference Sponsors:

    Click Logo to Learn More

    The Synergy Summit

    NAEPC is proud to be a part of The Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting, and financial service organizations in the country to study, educate, opine, and collaborate on appropriate issues of mutual interest. See complete details.

    Fourth Quarter, 2012

    2013 National Conferences on Estate, Financial and Tax Planning, and Related Disciplines

    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.

    2013 Events

     
    1/14/13 - 1/18/1345th Annual Heckerling Institute on Estate Planning
    Orlando, FL
    University of Miami Law School
    1/18/13 - 1/23/13UnProgram
    Dallas, TX
    National Academy of Elder Law Attorneys
    1/19/13 - 1/22/13International Forum Annual Meeting
    Bonita Springs, FL
    The International Forum
    1/21/13 - 1/23/13AICPA Advanced Personal Financial Planning Conference
    Las Vegas, NV
    American Institute of CPAs
    1/27/13 - 1/31/13Arizona Institute
    Tucson, AZ
    Society of Financial Service Professionals
    2/14/13 - 2/15/13Advanced Estate Planning Techniques
    San Francisco, CA
    American Law Institute - American Bar Association
    3/3/13 - 3/5/13ABA Wealth Management & Trust Conference
    New Orleans, LA
    American Bankers Association
    3/5/13 - 3/10/13American College of Trust & Estate Counsel Annual Meeting
    Maui, HI
    American College of Trust & Estate Counsel
    3/10/13 - 3/13/13GAMA International Leadership & Management Conference (LAMP)
    San Diego, CA
    GAMA International
    4/7/13 - 4/10/13The Association of Home Office Underwriters Annual Conference
    Phoenix, AZ
    The Association of Home Office Underwriters
    4/17/13 - 4/19/13Planning Techniques for Large Estates
    Scottsdale, AZ
    American Law Institute - American Bar Association
    4/28/13 - 5/1/13Association for Advanced Life Underwriting Annual Meeting
    Washington, DC
    Association for Advanced Underwriting
    5/2/13 - 5/14/13National Academy of Elder Law Attorneys Elder and Special Needs Law Annual National Conference
    Atlanta, GA
    National Academy of Elder Law Attorneys
    5/2/13 - 5/3/13Charitable Giving Techniques
    Washington, DC
    American Law Institute - American Bar Association
    5/8/13 - 5/10/13National Association of Personal Financial Advisors National Conference
    Las Vegas, NV
    National Association of Personal Financial Advisors
    5/20/13 - 5/21/13AICPA Conference on Tax Strategies for the High-Income Individual
    Las Vegas, NV
    American Institute of CPAs
    6/9/13 - 6/12/13Million Dollar Roundtable Annual Meeting
    Philadelphia, PA
    Million Dollar Round Table
    6/20/13 - 6/23/13American College of Trust & Estate Counsel Summer Meeting
    Philadelphia, PA
    American College of Trust & Estate Counsel
    6/23/13 - 6/28/13Estate Planning in Depth
    Madison, WI
    American Law Institute - American Bar Association
    7/4/13 - 7/9/13American Association of Attorney - Certified Public Accountants Annual Meeting & Education Conference
    Boston, MA and Cruise
    AAA-CPA
    7/15/13 - 7/17/13AICPA Advanced Estate Planning Conference
    Baltimore, MD
    American Institute of CPAs
    7/24/13 - 7/26/13WealthCounsel Planning for the Generations Symposium
    Denver, CO
    WealthCounsel
    8/15/13 - 8/16/13SFSP Clinic for Advanced Professionals
    Philadelphia, PA
    Society of Financial Service Professionals
    9/22/13 - 9/27/13American Bankers Association National Trust School
    Atlanta, GA
    American Bankers Association
    9/28/13 - 10/1/13National Association of Insurance and Financial Advisors Annual Meeting
    San Antonio, TX
    National Association of Insurance and Financial Advisors
    10/9/13 - 10/12/13Top of the Table Annual Meeting
    Scottsdale, AZ
    Million Dollar Round Table
    10/19/13 - 10/22/13The FPA Experience (formerly called FPA Annual Meeting)
    Orlando, FL
    Financial Planning Association
    10/20/13 - 10/22/13LIMRA Annual Conference
    New York, NY
    LIMRA
    10/21/13 - 10/25/13Southern Federal Tax Institute
    Atlanta, GA
    Southern Federal Tax Institute
    10/24/13 - 10/27/13American College of Trust & Estate Counsel Fall Meeting
    Forth Worth, TX
    American College of Trust & Estate Counsel
    10/26/13 - 10/29/13CPCU Society Annual Meeting
    New Orleans, LA
    CPCU Society
    10/27/13 - 10/29/13American Council of Life Insurers Annual Conference
    New Orleans, LA
    American Council of Life Insurers
    11/4/13 - 11/5/13AICPA National Tax Conference
    Washington, DC
    American Institute of CPAs
    11/5/13 - 11/6/13Advanced Elder Law Review
    Washington, DC
    National Academy of Elder Law Attorneys
    11/7/13 - 11/9/13National Aging and Law Institute
    Washington, DC
    National Academy of Elder Law Attorneys
    11/20/13 - 11/22/13 NAEPC 50th Annual Conference
    Las Vegas, NV
    National Association of Estate Planners & Councils
    11/21/13 - 11/23/13National Association of Independent Life Brokerage Agencies Annual Meeting
    Dallas, TX (Grapevine)
    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.

    The opinions expressed by authors do not necessarily reflect those of the National Association of Estate Planners & Councils. We continue to source original articles for publication in The NAEPC Journal. If interested, contact us at editor@naepcjournal.org.

    ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS PROVIDED “AS IS”, WITH NO GUARANTEE OF COMPLETENESS, ACCURACY, TIMELINESS OR OF THE RESULTS OBTAINED FROM THE USE OF THIS INFORMATION. ALL INFORMATION IN THIS WEBSITE AND THE JOURNAL IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO WARRANTIES OF PERFORMANCE, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. See complete disclaimer.

    Like what you see? Share with a friend or colleague:

    Search Issues:

    Core Content Providers:

    American College of Trust and Estate Counsel

    CCH Estate Planning Review

    Steve Leimberg's Information Services (NAEPC Member Value Partner)

    Trusts & Estates Magazine (NAEPC Member Value Partner)

    WealthCounsel

    Resources:

    List of Conferences

    Subscribe:

    Get notified when new NAEPC Journal issues are released.

    * required

    *

    *

    *



    Edited by:


    Susan P. Rounds,
    JD, CPA, LL.M. (taxation), AEP®, TEP

    Published by:

    Current Issue Top Picks Previous Issues Editorial Board Media Kit

    © , National Association of Estate Planners and Councils. All rights reserved.