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Message from the
President
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Philadelphia, Pennsylvania
Dear Colleagues,
It is very hard to believe that my presidency is nearing its end. The time
has passed quickly and I've enjoyed being the association's leader. Our board
and committees have been industrious this year and I'd like to review some of
our accomplishments and thank every board member and volunteer for their time,
ideas, and talent.
Some of the work done by the board happens annually. The
Advanced Estate
Planning Conference, Robert G. Alexander Webinar Series,
and the Council of Excellence selection process are all great examples of
repeated initiatives. We'll be gathering together very soon in Fort Lauderdale
to experience the Conference Committee's great work, most have benefitted from
at least one exceptional webinar this year, and I share my heartfelt
congratulations with those that have been chosen as
Council of Excellence or 5 Star Council
recipients for
2018.
Often, the board will also focus on new initiatives or endeavors. This year
we advanced the long-overdue marketing and branding efforts formalized by Paul
S. Viren during his presidency, continued to focus on diversity, and are nearly
finished with a full review of the association's bylaws. These very important
initiatives pave the way for future leadership and I am grateful to everyone who
shared their time and wisdom for these purposes.
In closing, it will be my honor to meet you in person in Fort Lauderdale so I
am hoping you plan to be with us from November 6-9 as we gather together
to learn and celebrate NAEPC with those who share a passion for excellence in
estate planning!
Warmly,
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November 6-9, 2018
Ft. Lauderdale, Florida
Marriott
Harbor Beach Resort & SpaAttend the 55th Annual NAEPC Advanced
Estate Planning Strategies Conference to:
- Gather inspiration and head home energized and excited to put into
practice what you've learned
- Use this new knowledge in service to your clients
- Build new relationships with like-minded professionals—people who are
aligned with your passion for excellence in estate planning
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Inspiration comes in many forms; find yours with NAEPC in Ft. Lauderdale
this November.
> Online
Registration Form
>
Download the Registration Brochure
Registration Options
- 55th Annual Advanced Estate Planning Strategies Conference with
Pre-Conference Sessions for Council Leaders
$1,175
- 55th Annual Advanced Estate Planning Strategies Conference
$1,075 member* / $1,300 non-member
- Companion Package
$475
Available Discounts
| $50 |
Early Bird Discount (Registration must be received by September 28,
2018) |
| $50 |
Active Accredited Estate Planner® designee or Estate Planning Law
Specialist certificant |
| $50 |
Host Council Discount for Members of Florida Councils |
| $100 |
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,
2018.
We are grateful for the support of all
55th Annual NAEPC Advanced Estate
Planning Strategies Conference sponsors and exhibitors, including those
shown below.
Please click on each logo to learn more.
 
  
   
  
Member Benefits
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
High-Performance Teaming and Professional Collaboration, the LINK Online
Course in Collaboration
 A
LINK is defined as a "connecting element or factor." In the estate planning
community, a connected group of advisors is a proven best practice with
regard to client service. The LINK Online Course in Collaboration was
developed specifically for NAEPC members with industry leaders Todd Fithian
and David W. Holaday, using the
NAEPC Model for Collaboration as its foundation. Todd and Dave also
serve as instructors for the program.
Enroll today to:
- Become known as a connector, someone who balances communication,
coordination, and cooperation and turns those elements into a true
collaborative experience that benefits the client and team of advisors
- Discover the NAEPC Model for Collaboration
- Overcome objections to the teaming model
- Become well-versed in the "5 Best Practices"
- Inspire optimal behaviors among team members
LINK is a self-paced, 9-module course that students complete at their
leisure. Segments are short and concise; the program is easy to follow, and
completion is on your schedule. Accredited Estate Planner® designees who
successfully complete the LINK program earn 4 hours of AEP® designation
continuing education credit.
> Learn
more about the LINK Online Course in Collaboration
The substantially-reduced enrollment fee is $100 for Accredited Esate
Planner® designees* and $169 for members of NAEPC and its affiliated local
councils. >
Enroll online
About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he
co-authored the well-known book The Right Side of the Table: Where Do You
Sit in the Minds of the Affluent. Fithian is nationally recognized for
his contributions to the profession and is a frequent speaker at industry
conferences.
David W. Holaday has over 25 years of experience as a financial
consultant, and is the founder and managing member of a firm that offers
case design, analysis, and presentation services to organizations and
individuals that serve high new worth clients. He has a national reputation
for developing unique and comprehensive solutions for complex family
situations and often collaborates with the client’s existing advisers.
*AEP designees should log into the
designee portal or contact NAEPC
to obtain the discount code.
44th Annual Notre Dame Tax and Estate Planning Institute
The
44th Annual Notre Dame Tax and Estate Planning Institute will take place
on October 11 and 12, 2018, at the Century Center on the banks of the St.
Joseph River in downtown South Bend, Ind. The Institute will present topics
of interest to a broad range of estate planning professionals, whether your
clients are high net worth individuals exposed to the estate tax or more
moderate net worth individuals who are below the estate tax exemptions.
Long-time attendees as well as new attendees are welcome to join this year’s
institute.
>
Download a copy of the brochure
>
Register online
Who
Are We?
Reflection on the values of NAEPC by Edward Mendlowitz, CPA, AEP®
(Distinguished)
There are many wealthy clients I've assisted in estate planning including
minimizing the wealth transfer tax. Estate planning councils provide forums to
hear leading professionals present their most updated techniques as well as
venues to interact with fellow professionals and share ideas. I have found
estate planners to be among the brightest, most client-centric and empathetic
professionals I interact with. Most of the time it is not about the money but
about creating a method where a client can pass on their wealth in a way that
maintains harmony and creates feelings of security within the family. Another
reason is assisting clients in developing plans, not just a memo, that passes on
their values. Further, while I make substantial revenues from wealthy clients,
the most satisfying things I do is advising young parents on how they could
provide for their family in the terrible situation of an untimely death or
disability. This involves not only a will, but the naming of a guardian and
providing for and funding of an "allowance" for that guardian so they do not end
up out of pocket while adding to their added responsibilities, and then the
ultimate distribution of the remaining funds. The plans also consider the death
of just one of the parents and in particular the primary income earner. That is
what estate planners do regularly and it is not usually talked about. We really
make a difference in our clients' lives. What we do in this regard is a way to
give back for our success. The NAEPC, with its range of interdisciplinary
members, provides opportunities to also grow in this area, and I am thankful for
the many colleagues I've met that share this interest.
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