4 Ways to Maximize Your Membership
Membership associations are as strong as their members. Make sure you are an
active participant at the local and national levels with these handy tips:
- Regularly attend local estate planning council meetings to learn and
network with local professionals. Traveling? Why not find an estate planning
council in the area in which you are visiting to see if they have a meeting
- Attend the Annual NAEPC
Advanced Estate Planning Strategies Conference, which builds upon the
education offered by your local council and allows you to create your
national network of multi-disciplinary professionals. Attending in-person
conferences is also consistently noted as one of the best ways to impact the
future of your business and ensure that you are up-to-speed on the latest
- Participate in our
community on LinkedIn.
- Complete in your educational calendar with programs from the
Robert G. Alexander Webinar
Series. Affordable and flexible, these online courses bring national
speakers right to your desk or conference room!
Take Advantage of Member
As a member of NAEPC, which you are, you have access to a dynamic list of
that provide discounts on subscriptions, conferences, specialty services, books
and more. If you haven't looked at the list recently, you may are likely missing
out! Note that this list may also appear on your council's website.
Discount programs are just one of the ways we benefit our membership. Have
you checked out the "Guide to Teaming" page of our website? Full of exceptional
teaming-based resources, this page delivers
materials and programs in support of
our core values, multi-disciplinary teaming and excellence in estate
Attain the Accredited Estate Planner® Designation or Estate Planning Law Specialist Certification
Professional designations and certifications offer significant benefits for
practitioners. NAEPC offers two programs, both of which help to set you apart
and gain a competitive edge.
- The Accredited Estate Planner® designation is the only graduate-level
designation in estate planning and is available to credentialed professionals
actively licensed or certified as an accountant; attorney; insurance and
financial planner; philanthropic advisor; or trust officer—holding one or more
of the following credentials CAP®, CFA, CFP®, ChFC®, CLU®, CPA, CPWA®, CSPG,
CTFA, JD, MSFS, and MST and who are devoting at least a third of one's
professional time to estate planning.
- Attorneys who become Board-certified under the only ABA-accredited program in
estate planning, the
Estate Planning Law Specialist certification, demonstrate a
high level of professionalism and commitment to the concept of specialization.
This program is available only to actively licensed attorneys with five or more
years of experience during which at least 40% of their practice is devoted to
estate planning at an enhanced level, among other requirements.
Receiving this newsletter is great, but we'd like to be able to reach you more
often so you don't miss any important information or announcements.
receive emails about the Annual NAEPC Advanced Estate Planning Strategies
Conference, new releases of the NAEPC
Journal of Estate & Tax Planning, and other important announcements from
NAEPC. We promise that we won't email too often or make your information
available to parties outside of NAEPC.
The Robert G. Alexander Webinar Series
provides estate planners with accessible, affordable, multi-disciplinary
education. Programs are available live and on-demand to watch at your leisure
and attendees can choose to register for individual programs or for a series
subscription. Continuing education credit is available at each NAEPC-hosted
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
Wednesday, April 25, 2018
Speaker: Chad Sheehan
This webinar could save your life!
A message from the Webinar Committee Chair, Thomas M. Borchert
It was Robert Alexander's dream to bring "the best of the best, of the
best" speakers to the NAEPC webinar series and to build a quality
educational archive for Accredited Estate Planner® designees and local
council members. In the six years since our beginning the series we have
done so, and will continue to be guided by his dream.
Our selection of monthly topics has paralleled our commitment to
providing quality speakers. Occasionally, a topic is so imperative that we
bring it to you even when it is not a technical estate planning subject. In
those rare occasions we ask your indulgence and continued attendance so you
can hear a broader range of topics which have value and importance. The
S.A.V.E. Yourself webinar planned for April 25th is one of these
imperatives. Your safety and that of your staff and family can be positively
impacted by attending this presentation. Training from Mr. Sheehan has
already proven to have saved lives during the mass killings in Las Vegas. We
encourage you to attend and to consider registering your business or council
for a group showing of the presentation, which can be watched live or
on-demand at a time that is convenient for you.
Learn what to do in the midst of an active shooter situation.
How to survive the most horrific episode of your life.
Does your office have written procedures for handling work place violence? If
not, you could be facing a severe O.S.H.A. response following a deadly incident.
The S.A.V.E. Yourself program has taught over 100,000 people in more than 24
states how to respond in the 3-6 minutes of danger during an active shooter
situation, before help arrives. It incorporates current training philosophies
and best practices of: U.S. Dept. of Homeland Security, U.S. Dept. of Justice,
U.S. Department of Education, American College of Surgeons, International
Association of Chiefs of Police, O.S.H.A., and S.H.R.M.
This webinar will condense what is typically a half-day program into one hour
and will provide background, philosophy and examples chosen specifically for
NAEPC members. It will empower attendees with ideas to assist in a situation of
workplace violence. Emphasis will be placed on the proactive response to
violence in the workplace and elsewhere. Attendees will be empowered to survive.
If you survive, you can help others plan to thrive.
Chad Sheehan is the creator of S.A.V.E. Yourself, a training program for
businesses, associations, and schools for their staff and students. He is a 23
year veteran of law enforcement with assignments in Hostage Negotiations, as a
Field Training Officer and a member of a Critical Incident Stress Management
team. Mr. Sheehan is a certified instructor in Rapid Response to active shooter,
Conflict Resolution, Tactical Communication and D.A.R.E.
HERE for the individual program
Choose the registration option that fits your needs—purchase programs
individually or save with a series subscription. For full program details and to
register for either the series or an individual program,
visit our website.
|Accredited Estate Planner® Designee
|Junior / Student (Junior or Student member of an
affiliated Estate Planning Council or one who is in the process of
attaining the AEP® designation by virtue of being enrolled in a required
or elective course at The American College)
|Member of Affiliated Estate Planning Council / At-Large
Member of NAEPC
|Group Gathering (one feed shown in a single location to
a group, additional feeds available for $25)
As an AEP® designee or member, you have access to a list of nearly 40 member
benefits spanning a range of categories.
New & Updated Benefits
AICPA ENGAGE - June 9-14, 2018, Las Vegas
What you will find at AICPA ENGAGE:
- four days of thought-provoking questions
- candid insights
- deep technical dives and even some radical ideas
It's your time to absorb, reflect, challenge and apply the best of what the
CPA profession has to offer.
We are proud to be sponsors at the 2nd annual AICPA ENGAGE 2018. Join NAEPC
in Las Vegas June 9-14 with pre-curriculum workshops starting on June 9-10.
Explore all AICPA ENGAGE has to offer for up to 39 CPE.
As a sponsor of the unique event, NAEPC is able extend a colleague discount—NAEPC members can save $100 with code "ENG18NAEPC" at checkout.
Learn more or
American Law Institute Continuing Legal Education Estate Planning in Depth
American Law Institute Continuing Legal Education (ALI CLE) is pleased to
offer NAEPC members a special 40% discount off the regular registration fee for
its annual CLE conference, Estate Planning in Depth 2018. This course is
cosponsored by Continuing Legal Education of Wisconsin (CLEW) and will be held
at the University of Wisconsin Law School in Madison and via live video webcast
on June 24-28, 2018.
Gain insights, tips, and strategies on some of the most complex challenges—including significant tax and non-tax issues—facing estate planners today from
a faculty comprised of top practitioners from across the country.
To receive their 40% discount, NAEPC members must register by June 24 at
www.ali-cle.org/CZ020 and enter coupon code CZ020NAEPC at checkout.
is valid on new registrations for the in-person course and full webcast only,
and may not be combined with other offers, including group discounts.)
American Law Institute Continuing Legal Education Planning Techniques for
Large Estates 2018
Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC
members a special 40% discount off the regular registration fee for its annual
CLE conference, Planning Techniques for Large Estates 2018. This course will be
held at the Sheraton Austin Hotel at the Capitol in Austin, Texas and via live
video webcast on April 25-27, 2018.
Prepare for your clients' tough questions by attending this top-rated
program. An expert faculty will provide updates on the impacts of tax reform and
other significant developments and offer sophisticated guidance on the latest
planning techniques designed to preserve the wealth of future generations.
To receive their 40% discount, NAEPC members must register by April 25 at
and enter coupon code CZ016NAEPC at checkout. (This offer is valid on new
registrations for the in-person course and full webcast only, and may not be
combined with other offers, including group discounts.)
American Law Institute Continuing Legal Education Representing Estate and
Trust Beneficiaries and Fiduciaries 2018
Law Institute Continuing Legal Education (ALI CLE) is pleased to offer NAEPC
members a special 40% discount off the regular registration fee for its annual
CLE conference, Representing Estate and Trust Beneficiaries and Fiduciaries
2018. This course will be held at the Gleacher Center in Chicago, Illinois on
July 19-20, 2018.
This annual national conference surpasses traditional trust and estate
administration to address the latest in tax, litigation, liability, and
fiduciary developments. Attendees will learn applicable strategies to meet the
complex challenges that may arise in the wake of recent changes, including the
impact of tax reform on trust and estate issues.
To receive their 40% discount, NAEPC members must register by July 19 at
and enter coupon code NAEPC1718 at checkout. (This offer is valid on new
registrations for the in-person course only, and may not be combined with other
offers, including group discounts.)
LINK: Advanced Online Training in Collaboration
Take any two people, no matter how much they like and respect each other, put
them in a room and it's just a matter of time before it becomes a competition
for the truth. Working together can be tough, even when it's good.
> Watch the LINK introduction video
Working successfully with other professional advisors takes more than a good
intention, it takes a process—and we have that process for you.
LINK is a fun,
interactive and self-paced 9-module online course will be loaded with content,
- How to prepare yourself for collaboration
- How to conduct the initial client conversation
- Helping the client invite other advisors to the planning table
- How to have a successful initial meeting with other advisors
- Successfully hosting the Strategy Session
- How to host the Client Recommendation Meeting
- The step-by-step 4 Phase Model for collaborative planning
LINK was specifically designed by The Legacy Companies and thought leader
Todd Fithian with the needs of NAEPC members in mind and is provided at a
special price that no other group will receive. The registration fee is just
$100 for active Accredited Estate Planner® designees and $169 for members of
affiliated local councils. This low fee offers on-demand access to the course
for one year from the date of sign up.
Council members can visit the link below to enroll. AEP® designees should
login to the private page of this website or contact the NAEPC office to obtain
a special discount code prior to enrolling.
Are you ready to successfully work in collaboration? Enroll Today!
of callers are likely to choose another business after they have a bad
experience. Ruby is the only live virtual receptionist service dedicated to
creating real, meaningful connections with callers—building trust with each
interaction and helping you win business.
Why do financial professionals love Ruby?
- Win Business with Memorable Impressions
Ruby answers 100% of business hour calls live, ensuring your callers always
reach a friendly, professional receptionist excited to deliver an exceptional
experience that helps attract and retain customers.
- Call-Handling Tailored to Your Needs
Ruby's proprietary software enables a high degree of customization. You can
select when we answer, the types of calls you'd like connected versus sent to
voicemail, who from your business receives certain types of calls, and more!
- Save Money Without Sacrificing Quality
With Ruby, you get our legendary live service, a business phone number and a
comprehensive suite of features for a fraction of the cost of an on-site
hire—leaving room in the budget to reinvest in your business.
Plus, NAEPC members receive an exclusive 6% discount on all Ruby pricing plans!
We're so confident you'll love our service, we provide a 21-day money back
guarantee! If you aren't satisfied, we'll fully refund your money in the first
What others are saying about Ruby...
"As a small business owner, having a live person answer my calls has been the
best thing for my business," offered John W. Chang, Patinelli & Chang, LLP,
Estate Planning, Trust and Probate Law. "Ruby provides excellent service, the
app works really well, and the communications with my callers is spot on. They
are truly dedicated to my clients having the best experience possible—it's a
no brainer to have them answer all your calls."
"I have ZERO complaints. I always say hiring Ruby is the best thing I ever
did. I was at the bank the other day and my banker commented on how professional
my receptionist was."
> Learn more and sign up at www.callruby.com/naepc or
watch the Ruby video on
> Read the Ruby newsletter, "The Watercooler"
We are grateful for the support of all 55th Annual Conference sponsors and
exhibitors, including those shown below.
Please click on each logo to learn more.
Message from the
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
With nearly one-third of my presidency behind me, I'm delighted with all of
the exciting progress and activities happening at NAEPC this year, a few of
which I'd like to highlight within this message.
As an organization that provides service to estate planning councils, much of
our work surrounds their needs and a few very important yearly initiatives, the
first of which is
Regional Leadership Day. We are delighted to be planning our 2nd annual
regional "roadshow" with events planned on June 19th in Anaheim, June 21st in
San Francisco, and in Seattle/Tacoma on June 25th. These programs give volunteer
leaders and council executives an excellent opportunity to meet and learn from
one another and provide the NAEPC leadership with a rare opportunity to be
together with council leaders for an entire day! These regional events will be
followed closely by the announcement of the
2018 Council of Excellence winners and the award ceremony that will take
place at the 55th Annual NAEPC
Advanced Estate Planning Strategies Conference.
This year we have also teamed up with The Legacy Companies to launch an
exclusive and unique online educational program focused on collaboration.
LINK, as the program is known,
provides on-demand access to over four hours of education on best practices with
regard to multi-disciplinary teaming and is available to Accredited Estate
Planner® designees for the low enrollment fee of $100 and members for just $169.
I personally invite you to enroll, complete, and to share your thoughts about
the program with our leadership. In addition to LINK, our very active
Multi-disciplinary Teaming Committee has produced an exceptional new resource—a sample client letter highlighting the importance of teaming in light of the
new tax act. Take a look today!
In closing, I share my heartfelt invitation for you to attend the 55th Annual
NAEPC Advanced Estate Planning Strategies Conference in warm and sunny Ft.
Lauderdale this November. I truly hope that I will be able to meet you in person
there and learn about how you are maximizing your membership in NAEPC!