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Message from the Chairperson
M.
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Hawthorn - PNC Family Wealth
Philadelphia, PA
Dear Fellow AEP® Designees:
Summer is nearly here! As our thoughts turn from snow, shoveling, and chilly
temperatures to cookouts, summer vacations, and time poolside, I am reminded of
how everything in nature must work together to ensure a yard full of beautiful
flowers and a garden full of hearty crops. Isn't it the same for estate
planners? Everyone on the team must work together to ensure a successful and
fruitful experience for the client!
By choosing to become an AEP® designee, you have confirmed your belief in the
value of working in tandem with one another to ensure success. As the summer
months pass, please begin thinking of those qualified professionals you work
with and invite them to become an Accredited Estate Planner® designee as well.
Please share your knowledge of and passion for the program and encourage
qualified candidates to consider applying. We value your referrals and welcome
their participation.
This newsletter is "chock full" of information about the programs and
services available to you as an active designee, please read on to learn more.
I hope to spend time with you at the
52nd Annual NAEPC Advanced Estate
Planning Strategies Conference, scheduled from November 18-20, 2015 in
Amelia Island, Florida. It's not too early to register to attend!
Educational Programming
NAEPC offers two types of educational programming—the
Annual NAEPC Advanced
Estate Planning Strategies Conference with special pre-conference sessions for
council leaders, the only in-person meeting each year, and monthly webinars
offered as a part of the Robert G. Alexander Webinar Series. Keep reading to
learn more.
Upcoming Webinars
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Wednesday, May 13, 2015 3:00 pm - 4:00 pm ET
Case Studies on In-Home Care: Important Information for Your Clients
presented by Care.com
Tom Breedlove Director, Care.com HomePay(SM)
If you have clients who employ a senior caregiver(s), there are important
nuances to compliance that may impact them, especially if the care is
funded through a trust or through third-party payers like Medicaid or Long Term
Care insurance. Tom Breedlove of Care.com HomePay Provided by Breedlove, an
expert in household employment, will share relevant case studies that illustrate
tax and legal risks and how to help your clients avoid them.
Tom Breedlove, Director, Care.com HomePay(SM)
Tom brings 25+ years of business experience, including 9 years on the executive
team at Breedlove & Associates—now Care.com HomePay—the nation's leading
household employment specialist. With a mission to help families handle all the
tax and legal obligations that come with employing a caregiver in the home,
Care.com HomePay is the go-to resource for thousands of placement agencies,
accountants, financial advisors and attorneys. As Director of Care.com HomePay, Tom is a leader of a national service firm
focused on delivering a comprehensive solution for busy families with care in
the home—handling all of the state and federal employer requirements related
to payroll, wage reporting, tax remittance, labor law compliance, and tax agency
correspondence. From paydays to tax time and all points in between, Care.com
HomePay eliminates all the work and worry for household employers.
THERE IS NO FEE TO ATTEND THIS SPECIAL SPONSORED PROGRAM.
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Continuing Education CreditContinuing education credit will be
available at each webinar for Accredited Estate Planner® designees. In addition,
a general 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. It is the responsibility of the attendee
to determine whether their state, discipline, or designation will allow one to
self file for a distance-learning program. Councils may also file the program in
their home state for programs offered in a group setting.
See more information about the
Robert G. Alexander Webinar Series and a list of on-demand programs.
52nd Annual NAEPC Advanced Estate Planning Strategies Conference
with Pre-conference Sessions for Council
Leaders
EDUCATION & COLLABORATION
 November 18 - 20, 2015
Amelia Island, Florida
Omni Amelia Island Plantation
Please plan on joining us from November 18-20, 2015 in Amelia Island, Florida
for our signature annual event, the 52nd Annual NAEPC Advanced Estate Planning
Strategies Conference with pre-conference sessions for Estate Planning Council
Leaders. The program offers one day for leaders of estate planning councils
(Council Leadership Day, Wednesday, November 18th) and two full days of
continuing education for every estate planning discipline (Thursday, November
19th & Friday, November 20th). The Annual Conference is open to all estate
planning professionals. This
website page is updated regularly, please check back.
Reasons
to Attend:
- Two full days of multi-disciplinary technical education
-
.png) Nationally-known presenters
- Up to 15 hours of continuing education credit fit into two days of
sessions
- Networking with estate planners from around the country
- Private educational session with Steve R. Akers, JD, AEP®
(Distinguished) just for Accredited Estate Planner® designees
- Competitive registration fee with most meals included
See a full list of speakers and
topics and the early bird brochure.
The 52nd Annual NAEPC Advanced Estate Planning Strategies
Conference is sponsored by:
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The Technical Corner
Edited by John T. Midgett, JD, AEP®
Midgett + Preti + Alperin PC
Virginia Beach, Virginia
Our February feature is "What's
up in Washington?" by Corner Editor John T. Midgett, JD, AEP® of Midgett +
Preti + Alperin PC.
Are you interested in having an original piece included in the Technical
Corner? If so, please contact section editor, John T. Midgett, at
john.midgett@mpapc.com.
Making the Most of Forefield
What is Forefield?
Forefield is the leading provider of premier financial planning knowledge and
institutional solutions that enable communication between financial
institutions, advisors, and customers. Forefield's web-based applications
facilitate the communication of financial planning knowledge and advice that is
current, consistent, and customized.
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How do I learn how to use this exciting benefit?
Two training sessions are scheduled to help you get started or answer your
questions. See below for date, time, and registration link.
Date/Time: Thursday, May 7th at 2pm EDT
Register Now
Date/Time: Monday, May 18th at 2pm EDT
Register Now
Why do I have access to Forefield?
Forefield is available to all active AEP® designees as a member benefit through
August 31, 2015.
What do I have access to?
Active AEP® designees have access to two components from the Forefield Suite of
products complimentary—Advisor & Continuing Education. Designees may
choose to opt-in
to additional components at a reduced fee.
How do I access Forefield?
Click HERE and log in using your
user name and password for the national website (the password for your council
site will not work for this purpose.) Once logged in, please scroll down until you see
"Login to Forefield Advisor" within the blue box. You'll be asked to complete a
registration and then transferred promptly to the Forefield website. It's that
easy!
SIGN IN TODAY TO SEE WHAT YOU ARE MISSING!
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Member Benefits
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
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We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:
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Jane M. Bennett , CLU®, LUTCF®, AEP® |
Norfolk, VA |
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Alyse N. Blumberg, MEd, CLU®, ChFC®, CASL®, CLTC, AEP® |
Philadelphia, PA |
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Patrick T. Conner, JD, LL.M. (taxation), AEP® |
Clayton, MO |
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David G. Domian, CFP®, ChFC®, CLU®, AEP® |
Chesterfield, MO |
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H. Jill Fivecoat, CFP®, AEP® |
St. Louis, MO |
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Desiree F. Fralick, JD, AEP® |
State College, PA |
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Matthew William Glover, ChFC®, AEP® |
Franklin, TN |
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Norval Kenton Haile, CLU®, ChFC®, CASL®, AEP® |
Abilene, TX |
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Eric John Hamel, CFP®, CLU®, AEP® |
Manchester, NH |
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Michael D. Imber, CFP®, CPA, CTFA, MSFP, MST, MBA, AEP® |
Atlanta, GA |
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Evan Y. Lin, JD, CPA, AEP® |
Green Bay, WI |
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Stacy L. Long, CFP®, AIF®, AEP® |
Virginia Beach, VA |
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Jay A. Lupica, JD, AEP® |
Boston, MA |
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Peter David Maller, MBA, CFP®, AEP® |
Hunt Valley, MD |
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Bronwyn L. Martin, Ph.D., MBA, CFS, ChFC®, CRPC, CMFC, AEP® |
Kennett Square, PA |
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Caroline Shaw Oliver, CFP®, CFA, MBA, AEP® |
Norfolk, VA |
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Robert O. Stachura, CFP®, AEP® |
Millersville, MD |
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Andrew L. Whitehair, CPA, AEP® |
Cleveland, OH |
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Mark E. Wise, CLU®, ChFC®, CASL®, AEP® |
Indianapolis, IN |
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Xueling Zhang, EA, CFP®, CLU®, ChFC®, CAP®, AEP® |
San Jose, CA |
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Staying "LinkedIn"
If you are "Linked in", be sure to join our group "AEP®, Accredited Estate
Planners." This private, members-only group is a forum for:
- Collaboration and discussion of timely topics
- Sharing of planning ideas
- Staying connected to fellow AEP® group members
- Sharing ideas to enhance the designation
- Efficient communication with group members
NAEPC also offers regular posts within the group. You can quickly and easily
request to join. (A LinkedIn profile is required to participate.)
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Subscription Options
You are receiving this message because you are an active Accredited Estate
Planner® designee in good standing.
If you want to receive more frequent and timely communication about
the NAEPC and its educational programming and member benefits,
please be sure to subscribe here.
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
©
2015, All Rights Reserved.
See Privacy Policy.
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