National Association of Estate Planners and Councils

NAEPC 2008 Conference Highlights

45th Annual Conference
November 12-14, 2008
Doubletree Paradise Valley
Scottsdale, Arizona

Co-hosted by the Central Arizona Estate Planning Council

November 12, 2008

Join estate planning council leaders from across the country for this day of information sharing and development. While the morning sessions are dedicated to the NAEPC's Annual Meeting, the remainder of the day is devoted to allowing council leaders to spend time with one another in groups with leaders of like-size organizations. This is continually noted as a very valuable experience—don't miss your chance to attend! More about Council Leadership Day.

November 13 - 14, 2008

The technical education sessions that follow Council Leadership Day are comprised of the BEST national and local talent that you'll find anywhere! Speakers will explore timely topics and offer cutting-edge knowledge during two full days of education. All attendees are also invited to attend the Welcome Reception on Wednesday, November 12th and the conference Social Event on Thursday, November 13th.

We would like to thank our sponsors of the 45th Annual Conference:

Harris Private Bank

Continuing Education Credits

  • Arizona Insurance Professionals - APPROVED for 16.0 hours of credit. ATTENDEE MUST ATTEND ALL SESSIONS TO RECEIVE CREDIT.
  • Arizona Attorneys - The State Bar of Arizona does not approve or accredit Continuing Legal Education activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 13.3 hours toward the annual CLE requirement for the State Bar of Arizona, including 1.5 hours of ethics.
  • CFP® Designation Holders - 15.25 hours of credit requested
  • CPA Designation Holders - This program is recommended for a total of 15.25 credit hours for CPA’s with 13.25 hours in Specialized Knowledge & Applications and 2 hours of Behavioral Ethics. See conference registration brochure for complete details about CPE credit.
  • CTFA Designation Holders - 800 minutes of instruction requested - APPROVED for 15.75 hours of credit including 2 hours of ethics!
  • PACE Credit - 16 hour of instruction requested - APPROVED!

Please contact Eleanor Spuhler at 866-226-2224 or for information about sponsorship and exhibitor opportunities.

November 12, 2008

Come to this year's conference early to participate in the Eighth Annual Tax & Legal Seminar on Nov. 12 featuring Larry Katzenstein, a graduate of Harvard Law and a nationally known estate planning and charitable gift planning authority, presenting "A Potpourri of Charitable Planning Tricks and Traps." Sponsored by the Jewish Community Foundation and the Arizona Community Foundation, the seminar will take place from 11 a.m. to 4:30 p.m. at The Lakeview Inn at the Camelback Golf Club, just a short drive from the Doubletree Paradise Valley, the host hotel for this year's NAEPC conference. The seminar will include lunch and transportation to and from the Doubletree and may provide up to 4 hours of CE credit for attorneys, CPA's, life underwriters and CFP licensees. Cost for registrants is $100. The seminar will end in time for participants to attend the official NAEPC Conference welcome reception.

Annual Volunteer Experience

Supporting NAEPC's spirit of volunteerism, conference attendees participated in the 2nd Annual Volunteer Experience on Saturday, November 15, 2009. Our participants packed food boxes at St. Mary's Foodbank, founded in 1967 by John van Hengel, the developer of the food banking concept. Globally, it is considered the world’s first food bank and currently serves 13 of Arizona's 15 counties. The Food Bank is committed to providing food to Arizonans in need through more than 900 partner agencies throughout the state. These agencies serve a wide range of clients, the majority of those being families with children and seniors. Of each dollar, 96 cents goes directly towards programs. Volunteers donated more than 300,000 hours of their time last year so the food banks could distribute enough food for 221,000 meals every day! It is much more than a hand out, and truly a hand “up” as evidenced by the operation of the Community Kitchen, a culinary arts program dedicated to assisting adults learn kitchen and life skills sufficient for placement after graduation. The Food Bank works through many key social partnerships, including WIC and is instrumental in connecting the working poor to social programs to help get them back on track. In Arizona, hunger effects one in twelve seniors, one in seven working adults and one in five children.

See upcoming conference information.