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Message from the Chairperson
Julie A. Buschman, CPA, AEP®
Bessemer Trust Company, N.A.
Dear Fellow Designees:
Happy National Estate Planning Awareness Week! This message reaches you at
the start of an annual acknowledgment that over half of Americans do not have a
current estate plan in place, and a nationwide effort to combat this challenge.
National Estate Planning Awareness Week was adopted in 2008 to help the public
understand what estate planning is and why it is such a vital component of
financial wellness. See a
full copy of
the resolution. Please, as you are talking with clients this week; consider
talking about National Estate Planning Awareness Week and sharing with them the
many reasons to either create an estate plan or bring a dated plan current.
The 53rd Annual NAEPC Advanced
Estate Planning Strategies Conference will be here in just about a month!
It's not too late to register for the November 16-18, 2016 conference in
Arizona. Please consider attending the event where Accredited Estate Planner®
designees and council members will be gathered together to learn from the most
prominent speakers in the profession. As an active designee you can take
advantage of a $50 discount—register today!
Finally, we have just two webinars left in the 2016 season and I hope you
will attend them! For more information, please visit the "educational
opportunities" section of this newsletter.
I hope to see you in Arizona!
Newsletter Component Added to Forefield
Benefit
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 previously had access to two components from the
Forefield suite of products at no charge—Advisor & Continuing Education. We are
now excited to add a third component to the service—Newsletters! Forefield
Newsletters is a full-featured, monthly financial planning newsletter service
offered to both independent financial advisors and financial institutions. The
Forefield Newsletter service allows financial advisors and institutions to
create customized, FINRA-reviewed, and fully branded newsletters for clients,
including both PDF and native HTML e-mail versions.
To learn more, please email the national office at
admin@naepc.org, call 866-226-2224, or sign
up for an upcoming training session.
The Technical Corner
This month we are pleased to provide you with:
Section 2704 Proposed Regulations
By Steve R. Akers, JD, AEP® (Distinguished) of Bessemer Trust Company, N.A.
We are grateful to Steve for providing this thoughtful piece. 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.
Educational Programming
The Robert G. Alexander Webinar Series provides 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. Upcoming highlights:
Wednesday, October 19, 2016, 3:00pm - 4:00pm ET
Tricky GST Issues with David A. Handler, JD, AEP® (Distinguished)
REGISTER
HERE
Wednesday, December 14, 2016, 3:00pm - 4:00pm ET
Top Ten Estate Planning and Estate Tax Developments of 2016 with Ronald D.
Aucutt, JD, AEP® (Distinguished)
REGISTER
HERE
Continuing Education Credit
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.
Registration
Fees
- $40 / Accredited Estate Planner® designee
- $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
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Download the
Conference Brochure today! AEP® designees can take advantage of a $50 discount and also have
access to a very special private session with Conrad Teitell, LL.B.,
LL.M., AEP® (Distinguished) while attending! This year we are excited to
offer "Fearless Public Speaking for Estate Planners," an interactive
supplemental session just for YOU! As you plan to satisfy your continuing education hours for this year and
perhaps next, please consider the NAEPC Advanced Estate Planning Conference -
November 16-18, 2016 in Arizona! |
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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.
Click on the links below to browse the list by category, or see the
full list of
opportunities.
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
©
2016, All Rights Reserved.
See Privacy Policy.
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