National Association of Estate Planners and Councils

NAEPC Webinar: Meet the Rileys: Can this Case be Closed?

Presented by National Association of Estate Planners & Councils

Wednesday, July 12, 2017

3:00pm - 4:00pm ET

Speaker: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®

Join with us to plan for J.D. and Mary Riley, age 70, as they plan to exit their $18 million S-Corporation and transition to greater giving and community engagement.  What holds them back as they contemplate signing off on their plans? Where might our process have gone wrong? Can the case be saved? This program is intermediate to advanced.

Phil teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy (CAP) program.Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the company leading representatives.  His original training was in the humanities.

REGISTER HERE for the individual program.  To register for the 2017 series, please click HERE.

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The Robert G. Alexander Webinar Series

The 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.  Live programs typically take place on the second Wednesday of each month at 3:00 pm ET. 

Individual Webinar Registration Fees

$40 Accredited Estate Planner® designee
$40 Junior/Student (available to any Junior or Student member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College 
$60 Member of an affiliated local estate planning council or at-large member of NAEPC
$100 Non-member
$250 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact webinars@naepc.org for more information)


NEW!  Yearly Subscription 
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.)
$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

$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact webinars@naepc.org for more information) - $2250 value

To register for an individual program, please click on the "register here" option associated with the program you wish to attend.  To register for the series, click HERE.


Continuing Education Credit
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.  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.  Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to this policy. 


Have questions?  Download the handy webinar FAQ page HERE!

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