Annual NAEPC Advanced Estate Planning Strategies Conference
The Annual NAEPC Advanced Estate Planning Strategies Conference has truly become the "go-to" event for estate planners from across the country and is available to every single member of every estate planning council, as well as non-members. An exciting line-up of nationally-recognized speakers coupled with fabulous locations and competitive registration fees make this signature annual event one that is not to be missed.
To learn more about the conference, please visit our website.
High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration
A LINK is defined as a “connecting element or factor”. In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.
Enroll today to:
- Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors
- Discover the NAEPC Model for Collaboration
- Overcome objections to the teaming model
- Become well-versed in the “5 Best Practices”
- Inspire optimal behaviors among team members
LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.
The substantially-reduced enrollment fee is $100 for Accredited Estate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online
About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.
David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.
*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.
NAEPC Journal of Estate & Tax Planning
The NAEPC Journal of Estate & Tax Planning is NAEPCs web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication and to subscribe to direct notification of future issues.
Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the flagship benefits of membership in NAEPC. Each quarterly publication includes featured content and newsletters from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information.
Make sure you're one of the first to know when a new issue is published by subscribing today! The subscription link is found on the right panel of the page.
Ideas for future content or requests for publication may be submitted to firstname.lastname@example.org.
Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure). The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.
Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
- $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
- $60 / member of an affiliated local estate planning council or at-large member of NAEPC
- $100 / individual non-member
- $250 / council meeting or group gathering (council dues must be current at the time of registration)
Please visit our website for more information, including the availabilitly of series subscriptions.