National Association of Estate Planners and Councils

Council Speaker Program offered by NAEPC

Each year, a variety of speakers are made available to NAEPCs affiliated local councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet). This benefit has been wildly successful since its inception and we are pleased to provide the packet for the 2018-19 fiscal year below.

2018-19 Fiscal Year Informational Packet


Available Speakers:

  • Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
  • Joseph V. Falanga, CPA, AEP®, TEP
  • Thomas M. Forrest, TO, AEP® (Distinguished)
  • Michael W. Halloran, CFP®, CLU®, ChFC®, AEP® (Distinguished)
    • New Topic! "Charitable Remainder Trust with an Option of Using Income Tax Savings to Convert to a Roth IRA"
    • New Topic! "Donor Advised Funds"
  • Lawrence J. Macklin, Esq., CPA, AEP®
  • Kit Mac Nee, CFP®, CRPC®, AEP®
  • Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
  • A. Stephen McDaniel, JD, AEP®, EPLS
  • Jordon N. Rosen, CPA, MST, AEP® 
  • Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
  • Paul S. Viren, CLU®, ChFC®, AEP®
The informational packet offers a biography and topic choice(s) for each presenter, as well as the length of the speech they are able to provide. 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 your request to, a representative will phone or email the council contact noted with the outcome of the request (available or not available). If the speaker is available, a representative will supply council contact with address and telephone information for the speaker.

Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see the packet for details.