Message from the Chairperson M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC® Hawthorn - PNC Family Wealth Philadelphia, PA As the fall season approaches, we at NAEPC turn our thoughts to several exciting upcoming events and activities. September 11th will mark the association's first-ever webinar. Please join us to hear Lawrence Brody, JD, LL.M., AEP® (Distinguished), Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished), Jeffrey N. Pennell, JD, and panel moderator Paul S. Viren, CLU®, ChFC®, AEP® discuss "Perspectives on the Future of Estate Planning as a Profession." Active AEP® designees are able to take advantage of this webinar at a very special reduced fee of $40, read more below! Soon after our first webinar we'll be gathering in Las Vegas for the 50th Annual Conference. Designees are eligible for a special $50 discount that can be combined with the $50 early bird discount (if registering by September 30th). The program also offers a very special private session for active designees with Stephan R. Leimberg, JD, AEP® (Distinguished), "Six Magic Steps to Power Marketing," don't miss your chance to participate in this session with one of the most prominent leaders in our industry. More information about the 50th Annual Conference can be found within this newsletter or online, including information on how you can enter to win a trip to the annual conference! Finally, as fall is upon us, so is audit season! Each year, a percentage of active designees are audited for continuing education and council verification purposes. Please respond promptly if you are one of the individuals randomly selected in 2013. Doing so ensures that the high standards associated with the designation program are maintained. I look forward to spending time with you in Las Vegas in November. Sincerely, M. Eileen Dougherty		In This Issue AUGUST 2013 Message from the Chairperson New Designees Annual Conference Upcoming Webinars The Technical Corner Member Benefits, Programs &Services Committee Members Subscription Options NAEPC Monthly Webinar Series   NAEPC National Website
We congratulate those new AEP® designees and celebrate with them their accomplishment: Molly Balunek, CFP®, AEP® Beachwood, OH Kevin Kwong-Ming Chung, CFP®, AEP® Costa Mesa, CA Thomas H. Craft, CPA, PFS, CDFA, AEP® Cleveland, OH David M. Desmarais, CPA, PFS, MST, MBA, AEP® Waltham, MA Cynthia Diccianni, RN, ChFC®, CLTC, CSA, AEP® E. Norriton, PA Andrew John Fama, JD, AEP® Rochester, NY Charles E. Federanich, CPA, MT, AEP® Cleveland, OH Stephen H. Gariepy, JD, AEP® Cleveland, OH Willie J. Goldwasser, CLU®, ChFC®, AEP® Newton, MA Mary Heaton, CFP®, ChFC®, AEP® Orlando, FL Joanne E. Hindel, JD, AEP® Cleveland, OH Alfred W. Hovis, Jr., ChFC®, CLTC, LUTCF, AEP® Stuart, FL Howard J. Kass, CPA, AEP® Cleveland, OH Joseph D. Kruse, CLU®, ChFC®, CFP®, AEP® Dakota Dunes, SD Stephen D. Peller, CLU®, AEP® New Orleans, LA Maria E. Quinn, JD, AEP® Beachwood, OH Kathleen K. Riley, CTFA, MBA, CWS, AEP® Westlake, OH June A. Seech, CTFA, AEP® Cleveland, OH Christopher St. John, CFP®, ChFC®, CASL, CLU®, CDFA, EA, MBA, AEP® Myrtle Beach, NC Larry A. Storm, JD, AEP® Sioux City, IA Missia A. Vaselaney, JD, CPA (Inactive), AEP® Cleveland, OH Mary Eileen Vitale, CPA, CFP®, BSBA (accounting), AEP® Beachwood, OH Mark A. Weber, CLU®, AEP® Omaha, NE Douglas E. Wessinger, JD, AEP® Atlanta, GA Jonathan M. Williams, CFP®, CFA, AEP® Mechanicsburg, PA Michael Zeleznik, CPA, ABV, MT, AEP® Fairlawn, OH

Annual Conference

Upcoming Webinars

NAEPC is very excited to announce our first webinar on September 11, 2013! 

One-hour programs will be offered monthly on the 2nd  Wednesday of each month at 3:00 pm ET (with the exception of November of each year) and are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members.  Content will complement the core value of NAEPC, the multi-disciplinary approach to estate planning.

September 11, 2013 ∙ 3:00 pm ET – 4:00 pm ET
"Perspectives on the Future of Estate Planning as a Profession"

Expertise offered by:
Lawrence Brody, JD, LL.M., AEP® (Distinguished) ∙ Bryan Cave LLP,
Stuart Kessler, CPA/PFS, JD, LL.M., AEP® (Distinguished) ∙ JH Cohn, LLP &
Jeffrey N. Pennell, JD ∙ Emory University School of Law
Program moderated by Paul S. Viren, CLU®, ChFC®, AEP®

Adaptability is a cornerstone trait of estate planners.  Changes in the tax code, healthcare reform, and key changes in state and federal laws, such as the recent DOMA decision, are constant and complex.  When coupled with the ever-changing and diverse challenges clients and their families face, we begin to understand that an estate planner has no choice but to adapt!  This webinar assembles three nationally-recognized experts who have demonstrated not only their knowledge, but also their ability to navigate the world of estate planning.  With each having a different discipline, they will share their perspectives on the estate planning industry and what the future holds for our profession.

REGISTER HERE or online at http://www.naepc.org/events/webinar. 

Registration Fees

• $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member  
• $250 / council meeting or group gathering (council dues must be current at the time of registration)

Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. 

Mark your calendar… 

October 9, 2013 ∙ 3:00 pm - 4:00 pm ET
"Special Needs Trusts: What Every Estate Planning Professional Needs to Know"
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP®

The Technical Corner

Member Benefits, Programs & Services

NAEPC strives to offer our designees high-quality benefits, programs and services at value pricing. We continually look for opportunities that will enhance the value of your membership and make your practice more efficient.

We are very proud to make the following benefits available to you, our Accredited Estate Planner® designees, at reduced prices or substantial discounts. A brief description of each product or program can be found online in the member benefits section of our website, along with pricing and ordering information. Some of the resources are even complimentary—take a look today! Be aware, however, that your password may be required to view some of the information. Please use the "I forgot my password option" if necessary.

Existing Benefits

Committee Members

On behalf of the entire NAEPC board of directors, please join in thanking the designation committee for their time, energy, and talent throughout the year.

• Robert G. Alexander, JD, LL.M., AEP® , EPLS, La Crosse, WI
• S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, Syracuse, NY
• Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®, Lakewood, CO
• Christine S. Bell, CTFA, AEP®, Jacksonville, FL
• Kathleen J. Belmonte, CTFA, AEP®, Tampa, FL
• Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC, Sioux City, IA
• Julie A. Buschman, CPA, AEP®, Dallas, TX
• M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®, Philadelphia, PA
• Gary L. Flotron, MBA, CLU®, ChFC®, AEP®, St. Louis, MO
• Robert E. Fox, CLU®, AEP®, Ocala, FL
• John P. Garniewski, CPA/PFS, CFP®, AEP®, Wilmington, DE
• Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®, Addison, TX
• Robert P. Goodman, CPA, AEP®, CFP®, Phoenix, AZ
• Theodore L. Greenspan, JD, LL.M., AEP®, Mobile, AL
• Christopher P. Jakyma, Esq., CTFA, AEP®, Medina, OH
• William D. Kirchick, Atty, AEP®, Boston, MA
• John T. Midgett, JD, AEP®, Virginia Beach, VA
• Colleen D. O'Connell, JD, AEP®, Bedford, NH
• Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS, Pittsburgh, PA
• Daniel A. Rich, JD, MBA, TO, AEP®, Denver, CO
• Lawrence A. Schwartz, CPA, MST, AEP®, Boston, MA
• John C. Scott, CPA/ABV, AEP®, St. Louis, MO
• Gregory E. Sellers, CPA, AEP®, Montgomery, AL
• Walter V. Tchirkine, CPA, MS (taxation), AEP®, Oakland, CA
• Jeffrey M. Turner, CFP®, CLU®, ChFC®, MBA, AEP®, Chattanooga, TN
• Eido M. Walny, JD, EPLS, AEP®, Fox Point, WI

National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: (866) 226-2224  ~  Fax: (216) 696-2582  ~  E-Mail: admin@naepc.org

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