National Association of Estate Planners and Councils

NAEPC Webinar: Complimentary Webinar: Five Critical Best Practices for Collaboration

Presented by National Association of Estate Planners & Councils

Tuesday, May 17, 2016

2:00pm - 3:00pm ET

Speaker: S. Mark Alton, Todd A. Fithian, David W. Holaday, Melissa Mitchell-Blitch

What is the difference between a group of professionals who work together and a high-performance, multi-disciplinary team?  Join this complimentary webinar, co-hosted with Trusts & Estates and WealthManagement.com, as we explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively.

Areas of discussion will include:

  • The initial client collaboration conversation
  • The client's request for other advisors
  • The advisor-to-advisor introduction meetings
  • The advisors' strategy session
  • The client recommendation meeting

REGISTER HERE


This program is sponsored by:
The Accredited Estate Planner® Designation,
administered by the National Association of Estate Planners & Councils. 
To learn more, visit www.NAEPC.org/AEP.

The premier multi-disciplinary, graduate level designation in estate planning.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education.  Programs are COMPLIMENTARY. 

Webinars are offered within the Tradewing online community, which is separate from the NAEPC website.  Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.

Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.

Continuing Education Credit

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit. 

Sponsorship

Webinar sponsorship is available, along with other opportunities to support the association.  Email sponsorship@naepc.org to be added to the distribution list for opportunities.