National Association of Estate Planners and Councils

No Charge Speaker Program provided by NAEPC

Speakers may be liminted or unavailable during the COVID-19 crisis.

Each year, a variety of speakers are made available to NAEPCs affiliated  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 2019-20 fiscal year below.

2019-20 Fiscal Year Informational Packet

Available Speakers:

  • Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS,
  • Thomas M. Forrest, TO, AEP® (Distinguished)
  • John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
  • Lawrence J. Macklin, Esq., CPA, AEP®
  • Kit Mac Nee, CFP®, CRPC®, AEP®
    New Topics!  Diversity in Estate Planning, 529 Planning: Transferring Millions of Dollars to Your Family, Socially Responsible Investing: Diversity, Inclusion, & Other Issues
  • Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
  • Ginger F. Mlakar, JD, CPA, AEP®
  • Michael P. Panebianco, JD, LL.M. (taxation), AEP®
  • Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
  • Eido M. Walny, Atty, AEP®, EPLS
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. 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.