NAEPC Member Benefit Programs for Affiliated Local Councils
Affiliated local councils are
entitled to purchase the
following publications and software at discount prices for their members. Also
see
benefits available to all members.See complete information about how to submit a new member benefit for review.
NAEPC 2008/2009 Speaker Program
The NAEPC is very proud to report that we are, again, making speakers
available to all 2008 dues paying councils at NO CHARGE (council must fund
travel, lodging and meeting expenses as outlined within the
information packet). This benefit was
wildly successful during its first two years and we are excited to be able to bring
it to you again! Available speakers for the 2008/2009 programming season are:
- Robert G. Alexander, JD, LL.M., AEP, EPLS
- Joseph V. Falanga, CPA, AEP
- L. Flotron, MBA, CLU, ChFC, AEP
- Pettus C. "Pete" Gibbons, , MEd, CLU, ChFC, LUTCF, AEP
- Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
- Clark B. McCleary, CLU, ChFC, MSFS, AEP
- Stephen McDaniel, JD, AEP, EPLS
- T. Phillip Webb, CLU, ChFC, AEP
The information packet offers a
biography and topic choice(s) for each presenter, as well as their
availability. All presentations will be assigned on a first come, first served
basis so ACT FAST! Don't miss the chance for your council to take advantage of
this exciting program! After submitting page 5 of the
information packet via fax to (216)
696-2582 or e-mail to admin@naepc.org,
a representative from the NAEPC will phone or e-mail the council contact noted
with the outcome of the request (available or not available). If the speaker
is available, NAEPC representative will supply council contact with address
and telephone information for the speaker.
Leimberg Information Services (LISI)
Subscription  Members of affiliated local estate planning councils that have signed up for the Leimberg Service can now get pre-paid access to
Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your
affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!
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