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Virtual Seminar: Planning Tips and Nuggets
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 Export to Your Calendar 9/29/2020
When: Tuesday, September 29, 2020
From 12:00 PM - 1:30 PM
Contact: Michaela Sawicki
(978) 364-5170

Online registration is available until: 9/29/2020
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Planning Tips and Nuggets

Presented by Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD

 BEPC continues to closely monitor the COVID19 situation. The tough decision has been made to offer this event virtually. We thank you in advance for your understanding. We look forward to seeing our BEPC members on September 29th!


12:00 PM - 12:15 PM - Opening Remarks
12:15 PM - 1:30 PM - Presentation and Q&A

Description:  Creative estate planning ideas, recent developments and a discussion of what practitioners in all disciplines should be considering in the current environment. 


  Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York with Shenkman Law.

Registration Fee:
Members - $30.00
Non-Members - $45.00


Category of Track: Legal
Level of Track: Technical & New Developments

To view the full list and descriptions for BEPC Educational Tracks, click here.

BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.

BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events.

BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. The certificate will also state if the seminar was approved by the CFP Board for CE credit.

To view BEPC's Event Cancellation & Substitution Policy, please click here
To view BEPC's Code of Conduct Policy, please click here
To view BEPC's Photo/Video Release Policy, please click here.