FREE WEBINARS in 2021 from QCEPC!

Hello Quad City Estate Planning Council Members!

In appreciation of our valued Members, the Quad City Estate Planning Council Board is pleased to sponsor the following NAEPC Webinars, for QCEPC Active Members at no cost to Active Members 

  • 02.25.21 Noon (Zoom only): Charitable Giving and Tax Planning Strategies in the TCJA Era -                                                                                                                         Patrick J. Saccogna, JD, LL.M. (taxation), CPA (inactive), AEP®
  • 04.22.21 Noon (Zoom only): Creative Ways to Fund Business Owner Retirement -                                                                                                                                           Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
  • 07.15.21 Noon (Zoom only): Zen and the Art of Trust Modification - Susan T. Bart, JD
  • 10.14.21 Noon (Zoom only): The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation -                                                     Don Graves, RICP®, CLTC® CSA

Email Invites will be sent to all Active Members; Non-Member Guest fee will be $10

*Application for IA CLE Credits will be submitted for each Program post-presentation*

Please keep an eye on the calendar for future meeting updates:

https://www.qcestateplan.org/events 

 

THANK YOU ALL for your flexibility, understanding & patience during this time! 

_____________________________________________________________________________________________

INVITE: March 18th, 2021 - QCEPC Luncheon Virtual Program 

Date:  Thursday, March 18, 2021
Time:  12:00pm - 1:15pm
Location:  Zoom only ~ Link & LogIn Info to be sent to all Active Members & registered Guests
Speaker:  Debra A. Carpenter; Disability Insurance Specialist, Financial Professional, CLU, ChFC, LUTCF, RHU, LTCP
Debra A. Carpenter, CLU, ChFC, LUTCF, RHU, LTCP 

Disability Insurance Specialist & Financial Professional  with Strategic Financial Group, Inc., Chicago & Naperville, IL

http://www.stgfin.com/team/debra-carpenter​

Topic:   Disability Insurance; Long-Term Care

Time:    12pm-115pm

Location:    Zoom only ~ Link & LogIn Info to be sent to all Active Members & registered Guests

Application for IA CLE Credits will be submitted for this Program

Future meeting plans will be determined by the Board closer to each upcoming date.
Please view the online calendar for updates as they become available:
 

​*******************************************************************

 

 


Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.