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 2017-18 fiscal year below.

2017-18 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)
  • Al W. King, III, JD, LL.M., AEP® (Distinguished)
  • Lawrence M. Lehmann, JD, CAP®, AEP®
  • Lawrence J. Macklin, Esq., CPA, AEP®
  • Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
  • A. Stephen McDaniel, JD, AEP®, EPLS
  • Jordon N. Rosen, CPA, MST, AEP® - NEW TOPICS!  Individual, Estate and Trust Provisions of the Tax Cuts and Jobs Act; Business Changes of the Tax Cuts and Jobs Act; Understanding and Application of the Flow-Through 20% Qualified Business Income Deduction
  • Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
  • Paul S. Viren, CLU®, ChFC®, AEP®
  • Shane Westhoelter, AEP®, CLU®, LUTCF
The informational 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 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 page 10 of the packet for details.