Message from the
Paul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.
March has always been a favorite month of mine! With the signs of new life
and ever increasing daylight, spring is my favorite season. For my home town of
Spokane, Washington we have had a very hard winter and I am so looking forward
to GREEN stuff instead of white and brown.
With this spring season there is a bunch going on with NAEPC that will
benefit each of us as advisors as well as our valued estate planning councils.
Of course we are always looking for feedback and ideas. If there is an idea you
would like share with us we value your feedback.
We hope you are making the NAEPC
Journal of Estate and Tax Planning a part of your regular professional
reading. These exceptional articles are compiled from our members who give us
their favorite articles to share with our members. Please be on the lookout for
it. If you are an AEP®—these inquiries and submissions receive priority
The naepc.org website is getting a facelift. This major project will offer a
fresh window into the NAEPC world and provide you easier access to our amazing
benefits and educational offerings.
Speaking of member benefits, this hard working
committee is evaluating current and proposed benefits for our members and
councils. We would love to hear from you if there are benefits we should be
offering and to leverage the valuable size of our organization to bring you
discounts and access to resources that are truly a benefit of membership in
The AEP® and Multi-Disciplinary Teaming Committees are working together to
bring to our nearly 2,000 AEP® designees
new and expanded benefits. Being an AEP® is the collaboration designation and
sets you apart as a trained professional in working in a team environment for
the benefit of the client. We continually strive to bring our AEP® designees the
best in professional tools and resources to enhance your practice.
Finally, I hope you will join me in congratulating Martin M. Shenkman, CPA,
PFS, MBA, JD, AEP® (Distinguished) as he has recently received the American
Cancer Society's National Professional Advisor of the Year Award. Marty is a
true friend to NAEPC and a member of the NAEPC Estate Planning Hall of Fame®.
Congratulations, Marty, on this well-deserved honor.
We look forward your
comments and ideas as we work together as a NAEPC community. Enjoy a delightful
spring season and I hope it is filled with new growth and the wonder of flower
With warmest regards,
by S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®
|Pablo Picasso said, "The meaning of life is to find your gift. The purpose
of life is to give it away." I believe we each have access to a fountain of
abundance, but many are not aware of it, and most do not know how to tap into
and harness it. At the core of our fountain, is the essence of what makes us,
us. We are both extraordinarily unique, and at the same time, uniquely
extraordinary. This is a quality we have been endowed with, and not something we
earned, so it is a gift. From the instant we are born, we connect with the
world, and the people in the world, and form a learning organization.
Robert G. Alexander Webinar Series
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
and attendees can choose to register for individual programs, or for a series
subscription. We hope you will join us for an upcoming program, scheduled from
3:00 pm to 4:00 pm ET:
Wednesday, April 19, 2017
Valuation Issues in Estate Planning with David P. Adams, CPA, ABV,
REGISTER HERE for the individual program.
Wednesday, May 10, 2017
Effective Estate Planning for Diminished Capacity; Can You Really Avoid a
Guardianship? with Diana S.C. Zeydel, JD, LL.M., AEP® (Distinguished)
REGISTER HERE for the individual program.
Continuing education credit is 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.
registration fee for an individual program is $40 for active AEP® designees, $60
for council members, $100 for non-members and $250 for a group gathering. Series
Subscriptions are available! The yearly subscription offers a substantial
discount to attend all of the programs during the calendar year! After
completing the registration you will be emailed a discount code that can be used
to register for the programs you wish to attend. (Please allow up to a week for
processing.) Register for the
- $280 Accredited Estate Planner® designee - $360 value
- $420 Member of an affiliated local estate planning council or at-large
member of NAEPC - $540 value
- $700 Non-member - $900 value
- $1,125 Council meeting / group gathering (one feed to be shown in a
single location to a group) - $2,250 value
54th Annual NAEPC Advanced Estate Planning
with Pre-conference Sessions for Council Leaders
November 15-17, 2017 - New Orleans, Louisiana
The Roosevelt, a Waldorf Astoria Hotel
You've already made NAEPC your association of choice; why not make the
Advanced Estate Planning Strategies Conference your conference of choice? We
hope you are planning to join us this fall in New Orleans to experience all that
the NAEPC Annual Conference is known for—high quality, multi-disciplinary
continuing education credit offered by prominent national speakers, networking
with estate planning professionals from across the country, a competitive
registration fee with most meals included, and an exciting host city and unique
Speakers and topics will be released shortly, and registration will soon be
open! Make sure you are checking our website often for
the most current information.
We are grateful for the support of all conference sponsors and exhibitors.
Please click on each logo to learn more:
NAEPC provides a diverse offering of Value Partners as a resource to you, a
member of an affiliated local estate planning council! Take a look at our new
benefits, or click on the links below
to browse the list by category, or see the
full list of
Engage - June 12-15,2017 - MGM Grand Las Vegas, NV | Online Broadcast
The AICPA Advanced Estate Planning and Personal Financial Planning
Conferences join AICPA ENGAGE this June. Experience four days of fresh ideas and
breakthrough presentations—all under one roof.
Bring the greatest value to your clients by becoming the most trusted
resource for navigating shifts and changes in the global economy. Immersed in
four days of leading-edge best practices and ideas from esteemed thought leaders
in financial planning and estate planning, you'll learn why past attendees rave
about this conference every year.
Choose among five tracks for focused learning: Insurance and Risk Management,
Investment Management, Practice Management and Technology, Wealth Management and
Tax, and Retirement Planning. You'll refine business strategies, implement new
techniques, and learn a holistic approach to every life stage affecting your
client's financial outlook.
Learn more and register. NAEPC members are entitled to take advantage of a
$100 discount by using code "100ENG17" at checkout.
M Brands Film, Inc. (M)
Watch the M welcome video.
Do you have website video? If not, you are turning away 90% of your prospects
and clients. Video connects you to pain points, education, support, and
retention throughout their wealth preservation journey.
Through a value partner arrangement with NAEPC, M is offering video production
services at a 20% discount to members. Through the web, M creates explainer
video for your website, social media, and communications. In 45 minutes, M makes
the shyest professional shine with sincerity without breaking your budget,
interrupting operations, or making a cartoon out of your business. Plus, we
offer your clients legacy videos for their loved ones. With 3,000 videos on mbrands.co, we're ready to shoot yours. Ping M
or ring (415.404.9276) to set up a free video assessment of your website and
important estate work.
Learn more about the M process.
Estate Planner® Designation Program
Becoming an Accredited Estate Planner® designee is more than just completing
an application, submitting it, and waiting for acceptance.
Obtaining the Accredited Estate Planner® designation offers more than an
additional set of initials after your name.
Maintaining the Accredited Estate Planner® designation requires commitment.
- Commitment to ongoing learning through continuing education
- Commitment to high ethical standards
- Commitment to maintaining relationships with professionals in the
community through membership in an estate planning council
- And finally... Commitment to the collaborative approach to estate
planning, because that is what best serves the client
ARE YOU COMMITTED? Learn more about becoming an
Planner® designee today!