Message from the
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Summer is in full swing here in Pennsylvania as I'm sure it is where you are
today reading this newsletter. I associate so many images with the season: cool
and sweet treats like ice cream and popsicles; vacations and longer days filled
with a little extra rest and relaxation; and time to reconnect with family and
friends at barbeques, festivals, picnics, and the like. Here at NAEPC, summer
also offers some of the same!
We are hard at work creating our very own "sweet treats" for our
members—whether new member
benefits, educational programs like the
55th Annual NAEPC Advanced Estate
Planning Strategies Conference or programs in the
Robert G. Alexander Webinar Series,
our committees are working hard to plan events and provide opportunities that
are as enticing as your favorite flavor of ice cream! Speaking of upcoming
events, registration for the annual
conference is now open and you won't want to miss the
July webinar with Natalie
Choate, a real delight for NAEPC members!
I think most of us use the summer months to rest and recharge—even the
councils take a few months off each year from their exceptional programming
schedules! Although the pace slows a bit, NAEPC is here to answer all of your
questions. Whether you are interested in the
Accredited Estate Planner® (AEP®) designation, the
Planning Law Specialist certification, or learning more about the benefits
you can take advantage of as our member, we are here to help! Now is a great
time to reach out to have all of your questions answered.
No summer would be complete without a trip to the beach or pool, a barbeque,
or a family gathering. As the days pass, our board of directors gets more
excited for our annual "family gathering," the
Annual NAEPC Advanced Estate Planning
Strategies Conference. Planned for November 6-9 in sunny and warm Ft.
Lauderdale, this annual conference is sure to be a crowd-pleaser with the
exceptional speakers NAEPC is known for offering more continuing education
credit than ever before, a great host hotel that is right on the beach, and the
camaraderie that makes NAEPC so special. I do hope you will be with us in
Florida in November.
Attend the 55th Annual NAEPC Advanced Estate Planning
Strategies Conference with pre-conference sessions for Estate Planning Council
Leaders where the brightest minds in estate planning will make impactful
presentations in the areas of estate, tax, trust, insurance and financial
planning. Participants will:
- Network with estate planning professionals from across the country
- Earn up to 17 hours of national, multi-disciplinary continuing education
credit during 2½ days of educational sessions
- Experience the 55 years of educational excellence that NAEPC and our
affiliated council network is known for
For a full list of speakers and
topics, please visit our website or download the conference
early bird brochure.
- 55th Annual Advanced Estate Planning Strategies Conference with
Pre-Conference Sessions for Council Leaders
- 55th Annual Advanced Estate Planning Strategies Conference
$1,075 member* / $1,300 non-member
- Companion Package
||Early Bird Discount (Registration must be received by September 14,
||Active Accredited Estate Planner® designee or Estate Planning Law
||Host Council Discount for Members of Florida Councils
||NAEPC Volunteer Discount (available to non-board members of any
committee of NAEPC)
A $50 late fee applies to all registrations submitted after October 19,
We are grateful for the support of all
55th Annual NAEPC Advanced Estate
Planning Strategies Conference sponsors and exhibitors, including those
Please click on each logo to learn more.
As an AEP® designee or member, you have access to a list of nearly 40 member
benefits spanning a range of categories.
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!
New & Updated Benefits
and casual (or accidental!) owners of valuable works often require updated
valuations and/or liquidity alternatives.
CollectorIQ is the
most efficient, cost-effective and objective tool giving fiduciaries and
other advisors around the world the ability to track this large component of
CollectorIQ offers proprietary data, valuation, and liquidity tools that combine
traditional collection management with data aggregated from thousands of
sources in real-time and analyzed instantly to provide accurate value
trends. CollectorIQ's deep public and private data allow collectors and
advisors to make better planning and buying and selling decisions with
instant auction price comparables and sale trends. Its iOS application
enables users to have collection access anywhere.
Security and privacy are of paramount focus. CollectorIQ employs bank-level digital
security and are the only platform currently deployed at major financial
institutions in the U.S. and Europe. That's why institutions and collectors
have entrusted over $8 billion in collection assets to CollectorIQ.
NAEPC members receive a 20% discount off of annual software subscription
fee for the Advisor product. The offer is good for 1 year only for new
subscribers. Interested parties should email
firstname.lastname@example.org and reference
the NAEPC discount in email.
Wolters Kluwer Tax & Accounting – CCH Publications
Wolters Kluwer Tax & Accounting offers innovative, integrated and
customer-focused solutions that support the workflow of CPAs, corporate tax
and accounting departments, and auditors—enabling growth, enhancing
productivity and increasing profitability. Expert analysis, authoritative
content, high-quality software applications and integrated workflow
productivity tools allow professionals to turn information into action.
Through an Association Alliance Program, Wolters Kluwer offers a generous
35% discount on valuable and industry leading research publications. This
relationship gives you the necessary tools to expand your professional
development, enhance your knowledge and increase your expertise on tax,
accounting, financial and estate planning, audit topics and more.
With leading titles in taxation, accounting, estate planning and more,
the 100+ CCH Publications offer expert information to help NAEPC members
stay on top of industry and market-leading developments. Publications are
available in both print and eBook formats.
From May 14th through June 30th, NAEPC members can take advantage of a
Summer Early Bird Promotion! Titles below are available at a 40% discount.
U.S. Master Tax Guide® - Special Edition – Tax Cuts and Jobs Act (2018),
Estimated Publication Date May 2018
Income Tax Regulations (Summer 2018), Estimated Publication Date June 2018
Internal Revenue Code (Summer 2018), Estimated Publication Date June 2018
U.S. Master Depreciation Guide (2019), Estimated Publication Date June 2018
U.S. Master Estate & Gift Tax Guide (2019), Estimated Publication Date June
Guide to Choice of Entity (2018), Estimated Publication Date June 2018
Guide to Estate Planning (2018), Estimated Publication Date June 2018
Guide to Pass Through Entities (2018), Estimated Publication Date June 2018
Guide to Charitable Planning (2018), Estimated Publication Date July 2018
Guide to Corporate Tax (2018), Estimated Publication Date July 2018
Guide to Divorce (2018), Estimated Publication Date July 2018
Guide to Exempt Organizations (2018), Estimated Publication Date July 2018
Guide to High Net Worth Individuals – Assets Protections (2018), Estimated
Publication Date July 2018
Guide to International Tax – Corporations (2018), Estimated Publication Date
Guide to Investments (2018), Estimated Publication Date July 2018
Guide to Real Estate (2018), Estimated Publication Date July 2018
Guide to Retirement Planning (2018), Estimated Publication Date July 2018
Guide to Small Business (2018), Estimated Publication Date July 2018
Guide to Standard Deduction (2018), Estimated Publication Date July 2018
Tax Cuts and Jobs Act – Law, Explanation and Analysis (2018)
To obtain the link to the special NAEPC website and the association's
discount code, please log into our
members-only area for special pricing and ordering
Reflection on the values of NAEPC by Robert E. Fox, CLU®, AEP®
Note from the Editor: This month we asked the Bob Fox, creator of this
portion of the newsletter, to reflect on his previous submissions for the "Who
We Are" section of NAEPC News, as well as how he feels today. Read the
full text of his prior submissions.
Other than excellence in one's individual discipline, what are the true
requirements to be a leader within our profession? After reading or authoring
near 40 contributions to the "Who We Are" section of NAEPC News from leaders in
the estate planning community, I submit that it is a combination of humility and
a will to serve.
An ability to believe deeply that others may know more than you and that in
working together, the best of each participant's contribution of knowledge and
skill can make the resulting solution better. With apology to Hegel - "thesis,
antithesis, synthesis" - an ability to admit an error and thank someone for
calling it to your attention is paramount. This approach can result in a better
solution for the client and result in our "bread and butter"—referrals.
It must be with the goal of helping a client thrive after we leave, regardless
of what the Department of Labor, Congress, or individual states say, should be
our guiding behavior. Our work must be in the best interest of the client,
knowing that recompense either by fee, commission or salary will follow.
During my term as editor, I have gained additional and deep respect for those
who have contributed to the section, reconfirmed my love of the profession we
have all been called to serve, and solidified my belief that estate planning
techniques are ever-changing and that our knowledge must continually be