NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Presented by National Association of Estate Planners & Councils
Wednesday, August 12, 2020
3:00pm - 4:00pm ET
Speaker: Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
Every Business Owner leaves their businesses whether voluntarily or involuntarily. Consideration in the positioning and use of life insurance prior to the exit can mean a huge difference in ultimate retirement cash flow for the Business Owner. This intermediate presentation will provide valuable food for thought for the professional who has business owner clients.
Vincent M. D’Addona MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished) is an advisor at Strategies for Wealth with 41 years of experience providing services in three core areas: Estate Planning, Exit Planning for the owners of closely held businesses and Investment Coaching. Vince has served as workshop sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005. Vince is a Life and Qualifying member of MDRT, Court of the Table for 31 years and Top of the Table for 17 years and has spoken at the MDRT National Meeting. Vince is a member of the Forum400, Financial Planning Association, the National Association of Insurance and Financial Advisors, and the National Association of Estate Planning Councils. He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council.
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration Options & Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration
How to Register
To register for an individual program, please click on the "register here" option associated with the program you wish to attend.
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars presented during the 2020 calendar year for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option below and we will contact you promptly for your selections and to provide the link and password.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*Programs must be offered to your members at least three days after the live viewing. NAEPC will provide a website link and a password, which can be used to show the program to council members and guests who have gathered together on a virtual meeting.
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 professionals 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 email@example.com prior to attending your first program if you have any questions with regard to the availabililty of credit..