Summer has arrived and while I am hopeful that you are all participating in enjoyable family events, many of our colleagues and friends are suffering from the impact of extreme weather events. Coupled with global headline news, we may be distracted from our planning for our remaining professional education calendar for this year. I want to encourage you to remember the many opportunities remaining for you and your colleagues to start planning your end-of-year educational calendar to include your local council meetings, the Advanced Estate Planning Strategies Conference, and programs included in the Robert G. Alexander Webinar Series. We're very excited about the November conference and the upcoming webinars and hope you will participate during 2016. Both offer special rates for AEP® designees and the annual conference includes a very special AEP®-only educational session.

If you missed the recent webinar, "Five Critical Best Practices for Collaboration", it's not too late! You can still view the program online. This program expands on the recently-released white paper entitled High-Performance Teaming & Professional Collaboration: A Multi-Disciplinary Team Approach to Estate Planning and is a must-see for all AEP® designees. Watch today!

Finally, I hope that you have taken a moment to review all of the benefits available to you through your membership in your local estate planning council and as an active AEP® designee. If not, now is the time to brush up on the offerings!

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.

NAEPC offers two options to help you gather all of your Accredited Estate Planner® designation CE throughout the course of the year!

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand. See full series information and a list of upcoming programs.

Continuing 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.

The program includes one day for leaders of estate planning councils (Council Leadership Day, Wednesday, November 16th) and two full days of continuing education for every estate planning professional and discipline (Thursday, November 17th & Friday, November 18th).

AEP® designees can take advantage of an additional $50 discount on the registration fee and also have access to a very special private session while attending! This year we are excited to offer "Fearless Public Speaking for Estate Planners," an Interactive Discussion with Conrad Teitell, LL.B., LL.M., AEP® (Distinguished).

Come see what all of the fuss is about, and what nearly 200 active designees already know—the NAEPC Advanced Estate Planning Conference is the place to be for networking and education!

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.

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. Active AEP® designees have access to two components from the Forefield Suite of products at no charge—Advisor & Continuing Education. Designees may also opt-in to additional components at a reduced fee. To learn more, please contact the national office at admin@naepc.org or 866-226-2224.

We congratulate the newest Accredited Estate Planner® designees and celebrate their accomplishment:

J. Max Barger, JD, MBA, AEP®	McLean , VA
J. Kevin Best, CFP®, AEP®	Rochester, NY
Kalita Beck Blessing, CFP®, CAP®, AEP®	Dallas, TX
Lynn M. Carleton, CTFA, CSNP, AEP®	Pittsford, NY
Mark S. Carley, CPA/PFS, MBA, AEP®	Lexington, MA
Jill M. Cicero, JD, AEP®	Rochester, NY
Mary Elizabeth Cottrill, CFP®, AEP®	Milwaukee, WI
Timothy J. Cunningham, CFP®, AEP®	Lone Tree, CO
Darlene R. Dahl , CPA/PFS, CDFA, AEP®	Boston, MA
Herbert K. Daroff, JD, CFP®, AEP®	Boston, MA
Karyn D. DeLuna, ChFC®, CLU®, AEP®	Overland Park, KS
Lauren N. Desforge, CPA/PFS, MBA, MST, CDFA®, AEP®	Boston, MA
Martin J. Dever, Jr., JD, AEP®	Hackensack, NJ
Mario DiLuigi, CPA, AEP®	Rochester, NY
Nathan J. Duncan, CFP®, AEP®	Cincinnati, OH
James A. Dunn, MBA, CFP®, ChFC®, CLU®, ChSNC, CLTC, LUTCF, AEP®	Westport, CT
Patrick J. Edwards, JD, CLU®, ChFC®, AEP®	Boulder , CO
Matthew W. Geherin, CLU®, ChFC®, CFBS, AEP®	Rochester, NY
R. Thompson Gilman, JD, AEP®	Rochester, NY
Richard B. Gulman, CPA, MST, AEP®	Woburn, MA
Kristine L. Havlik, JD, AEP®	Milwaukee, WI
Lora M. Howard, MBA, JD, EPLS, AEP®	Greensboro, NC
John Hutchinson, ChFC®, CLU®, CExP®, EA, AEP®	San Clemente, CA
Brett A. Kaufman, JD, LL.M. (taxation), AEP®	Braintree, MA
Mark E. Kluge, CLU®, CAP®, AEP®	Rochester, NY
Matthew A. Mace, JD, AEP®	Baltimore, MD
Sean J. McCloskey, CLU®, AEP®	Boston, MA
Mark A. McLafferty, MBA, CFBS, ChFC®, AEP®	Millstone Township, NJ
Cathy Ann Nadeau, CPA, AEP®	Virginia Beach, VA
Catherine D. Noble, CTFA, AEP®	Pittsford, NY
John M. Piershale, CFP®, CTS, AEP®	Crystal Lake, IL
Deborah M. Robb, CPA, AEP®	Milwaukee, WI
Huldah A. Robertson, CFP®, AEP®	Philadelphia, PA
Wendy S. Rusch , JD, AEP®	Waukesha, WI
Robert M. Russell, Jr., JD, CPA, AEP®	Boston, MA
Kenneth J. Sable, Jr., MBA, JD, AEP®	Fairlawn, OH
Gregory L. Scherschel, CLU®, ChFC®, RICP®, CASL®, LUTCF, AEP®	Columbus, IN
Valerie H. Schmidt, CFP®, ChFC®, CFS®, AEP®	Honolulu, HI
David M. Shuman, CPA, MST, M. Acct., AEP®	Boston, MA
Jeffery A. Skinner, CFP®, MSFP, AEP®	Sioux Falls, SD
Richard F. Swider, CLU®, ChFC®, AEP®	Milwaukee, WI
Kevin Ta, CFP®, CTFA, AEP®	McLean, VA
Elizabeth A. Thorley, MS, CFP®, CLU®, AIF®, AEP®	Pittsford, NY
David P. Veniskey, CPA, AEP®	Rochester, NY
Robert A. Vigoda, JD, LL.M. (estate planning), AEP®	Boston, MA
Amiel Z. Weinstock, JD, LL.M. (taxation), AEP®	Boston, MA
Gary Lee Zaugg, CFP®, ChFC®, CASL®, CDFA®, AEP®	Virginia Beach, VA

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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