National Association of Estate Planners and Councils

Educational Opportunities


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

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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. 

>Learn more about the LINK Online Course in Collaboration

The substantially-reduced enrollment fee is $100  for Accredited Esate 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.  

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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.

Registration Fees

  • $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.

11/15/17

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44th Annual Notre Dame Tax and Estate Planning Institute

The 44th Annual Notre Dame Tax and Estate Planning Institute will take place on October 11 and 12, 2018, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. Long-time attendees as well as new attendees are welcome to join this year’s institute.

Download a copy of the brochure

Register online 

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ACTEC Trust and Estate Talk

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. ACTEC Trust and Estate Talk is a free weekly podcast series that offers wealth professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Past topics have included What Should Attorneys have in their Engagement Letters, State Law Pitfalls, Powers of Appointment, Security of Clients’ Information, and 9100 Relief. You may listen and subscribe to the series through many popular podcast players:

iTunes

Google Play

Stitcher

SoundCloud

Spotify

New podcasts are also announced weekly on LinkedIn, Facebook and Twitter

NAEPC is grateful to The American College of Trust and Estate Counsel for offering this valuable benefit to our members.

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Heart2Hearts: Workbook and Deck of Cards

The Heart2Hearts™ Deck of Cards and Workbook are the perfect client gift! Read more below or visit the private link for additional details.

About the Heart2Hearts™ Deck of Cards

"How do I start a conversation about my end-of-life healthcare wishes?" "This is really uncomfortable." "What should I say?" These questions were asked over and over again by clients. As a result, the Heart2Hearts™ deck of cards was created as a tool to help your clients with 52 conversation starters. This tool will make for better estate planning with your clients. These cards can also generate estate planning business for your law firm. To learn how, call 440-591-8091.

About the Heart2Hearts™ Workbook...

Illness, death and dying are not topics that we like to broach.  How do we even begin to answer the difficult questions about healthcare choices? Heart2Hearts™: The Workbook  helps your clients make the most important conversation of their life easier. By completing this innovative workbook, they will have a source document that provides peace of mind. This will help the family know the wishes and follow them when the time comes.

In this workbook your clients will discover how easy it is to:

  • Overcome fears
  • Discover feelings regarding their loved ones
  • Improve communication
  • Share where important financial and legal documents are kept
  • Determine what is important to their quality of life
  • Ensure that their wishes will be followed

NAEPC members are eligible for a 10% discount on the deck of cards, workbook or bundle of both. They can be customized with your law firm’s logo and contact information in purchases of 500 decks and up as it is a great marketing tool.  

http://www.discussdirectives.com/heart2hearts_naepc.html​

02/15/17

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The Charitable Planning Desk Reference for Advisors

The Charitable Planning Desk Reference for Advisors®, now in its 4th edition was created by Strategic Philanthropy, Ltd., in collaboration with estate planning attorneys and wealth advisors. The Desk Reference is a practical resource designed to help legal and financial professionals more effectively engage their clients in conversations about their philanthropic intent, options and opportunities. The 4th Edition includes new chapters and an expanded resource section. It is the first such comprehensive tool developed specifically for the advisor community to support their integration of philanthropy as a value added and revenue opportunity in their practice.

Some of the topics in The Desk Reference cover:

  • Initiating the charitable conversation;
  • Using non-cash assets to fund charitable giving;
  • Benefits of Charitable Remainder and Charitable Lead Trusts
  • Engaging the next generation;
  • Fundamentals of International Giving
  • A comparative chart illustrating the benefits and limitations of vehicle choice and a resource guide for advisors, and;

The Desk Reference is available at no cost to the advisor community. Simply go to http://stratphilanthropy.com/charitable-planning-desk-reference and request your electronic copy.

02/28/17

 

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The Ultimate Estate Planner, Inc.

The Ultimate Estate Planner, Inc. was formed by nationally renowned estate planning attorney, Philip J. Kavesh, back in 2004.

What initially started as a training for fellow estate planning attorneys and financial advisors has since expanded into a company that provides estate planning professionals of all kinds - - attorneys, CPAs, financial advisors and life insurance agents - - practical, tested and proven technical, practice-building and marketing products. Its products and services are practical and can be quickly and easily implemented into estate planning practices of all levels of experience and expertise.

The Ultimate Estate Planner, Inc. offers a variety of resources to estate planning professionals, including but not limited to:

The Ultimate Estate Planner, Inc. has extended NAEPC members a special 15% discount on its products and services, which can be obtained by logging in to this website.

For more information, log into the Members Only section. 

10/03/16

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Wolters Kluwer Tax & Accounting – CCH Publications

Wolters Kluwer Tax & Accounting offers innovative, integrated and customer-focused solutions that support the workflow of CPAs, corporate tax and accounting departments, and auditors — enabling growth, enhancing productivity and increasing profitability. Expert analysis, authoritative content, high-quality software applications and integrated workflow productivity tools allow professionals to turn information into action.

Through an Association Alliance Program, Wolters Kluwer offers a generous 35% discount on valuable and industry leading research publications. This relationship gives you the necessary tools to expand your professional development, enhance your knowledge and increase your expertise on tax, accounting, financial and estate planning, audit topics and more.

With leading titles in taxation, accounting, estate planning and more, the 100+ CCH Publications offer expert information to help NAEPC members stay on top of industry and market-leading developments. Publications are available in both print and eBook formats.

Fall Association Early Bird 40% Promotion Until September 30th!

TITLE

EST. PUB. DATE

MEDIA ISSUE #

LIST PRICE

DISCOUNT PRICE

U.S. Master Tax Guide® - (2019)

Dec 2018

10028606-0007

$122.00

$73.20

Income Tax Regulations (Winter 2019)

Dec 2018

10031534-0014

$260.00

$156.00

Internal Revenue Code (Winter 2019)

Dec 2018

10031535-0018

$185.00

$111.00

Global Master Tax & Business Guide (2019)

Dec 2018

10040452-0003

$540.00

$324.00

Guidebook to California Taxes (2019)

Dec 2018

10034341-0010

$140.00

$84.00

Guidebook to Florida Taxes (2019)

Nov 2018

10034375-0009

$140.00

$84.00

Guidebook to Illinois Taxes (2019)

Nov 2018

10032952-0009

$140.00

$84.00

Guidebook to Massachusetts Taxes (2019)

Dec 2018

10032949-0009

$140.00

$84.00

Guidebook to Michigan Taxes (2019)

Nov 2018

10032948-0009

$140.00

$84.00

Guidebook to New Jersey Taxes (2019)

Nov 2018

10032693-0011

$140.00

$84.00

Guidebook to New York Taxes (2019)

Dec 2018

10032692-0009

$140.00

$84.00

Guidebook to North Carolina Taxes (2019)

Nov 2018

10034378-0009

$140.00

$84.00

Guidebook to Pennsylvania Taxes (2019)

Dec 2018

10034365-0009

$140.00

$84.00

Guidebook to Texas Taxes (2019)

Dec 2018

10033913-0009

$140.00

$84.00

State Tax Handbook (2019)

Dec 2018

10034384-0010

$140.00

$84

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